See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $33,510 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,706 |
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.
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 | $65,474 | $76,050-13.9% | $96,544-32.2% | $71,457-8.4% |
| Participation rate | 59.2% | 74.4%-15.2pp | 76.0%-16.8pp | 67.9%-8.7pp |
| Annual return | 16.73% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $811 | $2,244-63.9% | $2,965-72.7% | $2,588-68.7% |
| Participant deferral / active EE | $3,895 | $4,215-7.6% | $4,851-19.7% | $4,289-9.2% |
| Admin fee / account holder | $168 | $2,707-93.8% | $8,252-98.0% | $1,587-89.4% |