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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $44,461 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,452 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,210 | $65,435-1.9% | $86,677-25.9% | $66,914-4.0% |
| Participation rate | 87.4% | 75.5%+11.9pp | 76.6%+10.8pp | 69.8%+17.6pp |
| Annual return | -16.78% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,018 | $2,153-52.7% | $2,836-64.1% | $2,544-60.0% |
| Participant deferral / active EE | $4,040 | $4,100-1.5% | $4,656-13.2% | $4,237-4.7% |
| Admin fee / account holder | $303 | $642-52.8% | $7,493-96.0% | $593-49.0% |