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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $168,506 |
NFP RETIREMENT INC6 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $69,726 |
DUNGARVIN GROUP INC5 years Service code 99 1444 NORTHLAND DR STE 200 · MENDOTA HEIGHTS, MN 55210 | Other Fees | $21,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,868 | $67,672-57.3% | $155,567-81.4% | $99,061-70.9% |
| Participation rate | 28.3% | 67.2%-38.9pp | 78.2%-49.9pp | 71.6%-43.3pp |
| Annual return | 16.62% | 16.16%+0.5pp | 64.74%-48.1pp | 17.66%-1.0pp |
| Employer contribution / active EE | $236 | $2,262-89.6% | $4,674-95.0% | $3,261-92.8% |
| Participant deferral / active EE | $949 | $3,827-75.2% | $5,628-83.1% | $5,331-82.2% |
| Admin fee / account holder | $133 | $94+42.0% | $15,916-99.2% | $109+22.1% |