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 INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $52,923 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,841 |
Service code 99 6400 S FIDDLERS GREEN CIR STE 1200 · GREENWOOD VILLAGE, CO 80111 | Other Fees | $6,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,397 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,199 | $62,624-23.0% | $177,989-72.9% | $77,643-37.9% |
| Participation rate | 99.2% | 66.8%+32.4pp | 77.1%+22.1pp | 70.6%+28.6pp |
| Annual return | 15.87% | 16.16%-0.3pp | 294.48%-278.6pp | 31.24%-15.4pp |
| Employer contribution / active EE | $3,462 | $1,909+81.3% | $3,949-12.3% | $2,726+27.0% |
| Participant deferral / active EE | $6,309 | $4,219+49.5% | $6,276+0.5% | $4,647+35.8% |
| Admin fee / account holder | $323 | $386-16.2% | $10,363-96.9% | $430-24.9% |