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 INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $27,458 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,715 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,570 | $101,317-35.3% | $146,958-55.4% | $74,495-12.0% |
| Participation rate | 78.9% | 75.5%+3.3pp | 82.2%-3.3pp | 67.2%+11.7pp |
| Annual return | 22.50% | 8730.91%-8708.4pp | 418.34%-395.8pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $5,642 | $3,810+48.1% | $4,933+14.4% | $2,623+115.1% |
| Participant deferral / active EE | $10,825 | $7,303+48.2% | $8,070+34.1% | $4,346+149.1% |
| Admin fee / account holder | $278 | $1,739-84.0% | $12,998-97.9% | $1,942-85.7% |