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) | $35,105 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,164 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,810 | $65,435-19.3% | $86,677-39.1% | $66,914-21.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 76.6%-16.6pp | 69.8%-9.8pp |
| Annual return | -13.77% | -10.89%-2.9pp | 35.91%-49.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $654 | $2,153-69.6% | $2,836-76.9% | $2,544-74.3% |
| Participant deferral / active EE | $3,795 | $4,100-7.4% | $4,656-18.5% | $4,237-10.4% |
| Admin fee / account holder | $34 | $642-94.7% | $7,493-99.5% | $593-94.2% |