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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $187,856 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER FINANCIAL SERVICES,INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $630 |
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 | $108,461 | $53,136+104.1% | $155,509-30.3% | $199,593-45.7% |
| Participation rate | 98.8% | 64.1%+34.7pp | 78.2%+20.6pp | 72.0%+26.8pp |
| Annual return | 14.48% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $4,241 | $1,851+129.1% | $4,672-9.2% | $3,034+39.8% |
| Participant deferral / active EE | $6,050 | $3,161+91.4% | $5,626+7.5% | $5,087+18.9% |
| Admin fee / account holder | $91 | $185-50.8% | $15,912-99.4% | $269-66.1% |