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 ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,526 |
NFP RETIREMENT INC2 years Service code 13 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Contract Administrator | $54,936 |
NFP RETIREMENT INC2 years Filed as: NFP CORPORATE SERVICES (PA), INC. Service code 14 | Plan Administrator | $27,027 |
NFP RETIREMENT INC2 years Filed as: NFP CORPORATE SERVICES (PA) INC Service code 14 · EIN 13-4096969 2600 KELLY RD STE 30 · WARRINGTON, PA 18976 | Plan Administrator | $9,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,972 | $122,186-57.5% | $146,958-64.6% | $199,593-74.0% |
| Participation rate | 39.7% | 78.3%-38.6pp | 82.2%-42.4pp | 72.0%-32.2pp |
| Annual return | 12.53% | 30.56%-18.0pp | 418.34%-405.8pp | 34.25%-21.7pp |
| Employer contribution / active EE | $286 | $4,093-93.0% | $4,933-94.2% | $3,034-90.6% |
| Participant deferral / active EE | $2,125 | $8,502-75.0% | $8,070-73.7% | $5,087-58.2% |
| Admin fee / account holder | $137 | $179-23.5% | $12,998-98.9% | $269-49.1% |