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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $11,856 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,500 |
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 | $36,583 | $61,272-40.3% | $149,673-75.6% | $71,457-48.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.01% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,272 | $2,378-4.5% | $4,818-52.8% | $2,588-12.2% |
| Participant deferral / active EE | $2,607 | $2,917-10.6% | $5,680-54.1% | $4,289-39.2% |
| Admin fee / account holder | $135 | $1,261-89.3% | $13,210-99.0% | $1,587-91.5% |