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 INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $42,558 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,211 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,552 | $76,050-7.2% | $96,544-26.9% | $71,457-1.3% |
| Participation rate | 90.1% | 74.4%+15.7pp | 76.0%+14.2pp | 67.9%+22.2pp |
| Annual return | 15.68% | 22.81%-7.1pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,041 | $2,244-53.6% | $2,965-64.9% | $2,588-59.8% |
| Participant deferral / active EE | $4,171 | $4,215-1.1% | $4,851-14.0% | $4,289-2.7% |
| Admin fee / account holder | $286 | $2,707-89.4% | $8,252-96.5% | $1,587-82.0% |