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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,663 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $38,252 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 | Contract Administrator | $7,160 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 · EIN 13-3180178 | Contract Administrator | $1,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,040 | $96,018-75.0% | $65,493-63.3% | $85,563-71.9% |
| Participation rate | 82.1% | 74.8%+7.3pp | 73.1%+9.0pp | 66.0%+16.2pp |
| Annual return | 8.25% | 14.51%-6.3pp | 982.45%-974.2pp | 31.51%-23.3pp |
| Employer contribution / active EE | $2,591 | $3,235-19.9% | $2,574+0.6% | $2,654-2.4% |
| Participant deferral / active EE | $3,351 | $4,055-17.3% | $3,961-15.4% | $4,375-23.4% |
| Admin fee / account holder | $135 | $271-50.2% | $5,028-97.3% | $834-83.8% |