See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $182,985 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Filed as: LAVINE, LOFGREN, MORRIS AND ENGELBE Service code 10 · EIN 33-0690020 | Accounting | $24,760 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,604 | $50,574+41.6% | $169,368-57.7% | $80,160-10.7% |
| Participation rate | 92.2% | 67.8%+24.4pp | 77.1%+15.0pp | 72.9%+19.2pp |
| Annual return | 17.25% | 22.92%-5.7pp | 405.60%-388.3pp | 40.38%-23.1pp |
| Employer contribution / active EE | $2,033 | $1,693+20.1% | $4,013-49.3% | $2,978-31.7% |
| Participant deferral / active EE | $7,642 | $4,164+83.5% | $6,221+22.8% | $5,017+52.3% |
| Admin fee / account holder | $122 | $107+14.7% | $9,003-98.6% | $145-15.5% |