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 INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $286,306 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $268,982 |
Service code 55 · EIN 74-2794194 | Other Commissions | $0 |
Annual investment return 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 | $104,111 | $58,644+77.5% | $177,989-41.5% | $199,593-47.8% |
| Participation rate | 98.4% | 65.5%+32.9pp | 77.1%+21.3pp | 72.0%+26.4pp |
| Annual return | 11.61% | 19.25%-7.6pp | 294.48%-282.9pp | 34.25%-22.6pp |
| Employer contribution / active EE | $7,554 | $1,801+319.3% | $3,949+91.3% | $3,034+148.9% |
| Participant deferral / active EE | $6,735 | $4,248+58.5% | $6,276+7.3% | $5,087+32.4% |
| Admin fee / account holder | $86 | $145-40.9% | $10,363-99.2% | $269-68.1% |