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 | $39,221 |
NFP RETIREMENT INC4 years Service code 55 28601 CHAGRIN BLVD #550 · CLEVELAND, OH 44122 | Other Commissions | $18,536 |
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 | $57,859 | $81,248-28.8% | $155,509-62.8% | $80,856-28.4% |
| Participation rate | 86.0% | 66.2%+19.8pp | 78.2%+7.9pp | 67.6%+18.4pp |
| Annual return | 11.69% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $151 | $3,100-95.1% | $4,672-96.8% | $2,755-94.5% |
| Participant deferral / active EE | $4,535 | $3,452+31.4% | $5,626-19.4% | $4,296+5.6% |
| Admin fee / account holder | $282 | $7,997-96.5% | $15,912-98.2% | $6,918-95.9% |