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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $215,201 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $40,000 |
Filed as: LAVINE LOFGREN MORRIS & ENGELBERG L Service code 10 4180 LA JOLLA VILLAGE DR · LA JOLLA, CA 92037 | Accounting | $26,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,992 | $58,644+38.1% | $177,989-54.5% | $199,593-59.4% |
| Participation rate | 94.9% | 65.5%+29.4pp | 77.1%+17.8pp | 72.0%+22.9pp |
| Annual return | 14.09% | 19.25%-5.2pp | 294.48%-280.4pp | 34.25%-20.2pp |
| Employer contribution / active EE | $2,066 | $1,801+14.7% | $3,949-47.7% | $3,034-31.9% |
| Participant deferral / active EE | $7,545 | $4,248+77.6% | $6,276+20.2% | $5,087+48.3% |
| Admin fee / account holder | $160 | $145+10.3% | $10,363-98.5% | $269-40.4% |