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 | $93,351-74.2% | $62,929-61.8% | $79,634-69.8% |
| Participation rate | 82.1% | 74.6%+7.5pp | 73.1%+9.0pp | 62.5%+19.6pp |
| Annual return | 8.25% | 14.37%-6.1pp | 1063.93%-1055.7pp | 36.46%-28.2pp |
| Employer contribution / active EE | $2,591 | $3,135-17.4% | $2,505+3.4% | $2,529+2.4% |
| Participant deferral / active EE | $3,351 | $3,921-14.5% | $3,888-13.8% | $3,835-12.6% |
| Admin fee / account holder | $135 | $229-41.1% | $5,065-97.3% | $1,002-86.5% |