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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,539 |
NFP RETIREMENT INC3 years Service code 55 28601 CHAGRIN BLVD #550 · CLEVELAND, OH 44122 | Other Commissions | $17,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,005 | $61,272-24.9% | $149,673-69.3% | $71,457-35.6% |
| Participation rate | 38.2% | 62.5%-24.3pp | 78.8%-40.5pp | 67.9%-29.7pp |
| Annual return | 13.32% | 35.85%-22.5pp | 134.42%-121.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,527 | $2,917+20.9% | $5,680-37.9% | $4,289-17.8% |
| Admin fee / account holder | $234 | $1,261-81.4% | $13,210-98.2% | $1,587-85.3% |