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 INC3 years Service code 99 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Fees | $65,238 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $35,562 |
LARSON FINANCIAL GROUP LLC6 years Filed as: LARSON FINANCIAL GROUP Service code 71 1015 CORPORATE SQUARE DR STE 300 · ST LOUIS, MO 63132 | Brokerage Fees | $30,953 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING INC. Service code 71 3400 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Brokerage Fees | $15,548 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Other investment fees and expenses; S... | $720 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,799 | $46,292+845.7% | $143,757+204.5% | $64,808+575.5% |
| Participation rate | 94.8% | 64.2%+30.6pp | 80.3%+14.5pp | 71.5%+23.3pp |
| Annual return | -18.75% | -10.05%-8.7pp | -0.04%-18.7pp | 32.82%-51.6pp |
| Employer contribution / active EE | $23,187 | $1,910+1114.2% | $4,951+368.3% | $2,506+825.3% |
| Participant deferral / active EE | $13,378 | $2,646+405.7% | $5,637+137.3% | $4,310+210.4% |
| Admin fee / account holder | $305 | $154+98.0% | $14,673-97.9% | $188+62.2% |