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) | $11,922 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,754 |
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 | $31,897 | $55,415-42.4% | $155,509-79.5% | $74,495-57.2% |
| Participation rate | 83.2% | 61.9%+21.3pp | 78.2%+5.1pp | 67.2%+16.0pp |
| Annual return | 9.56% | 268.50%-258.9pp | 64.67%-55.1pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $2,067 | $2,267-8.8% | $4,672-55.8% | $2,623-21.2% |
| Participant deferral / active EE | $2,744 | $2,836-3.2% | $5,626-51.2% | $4,346-36.9% |
| Admin fee / account holder | $196 | $1,738-88.7% | $15,912-98.8% | $1,942-89.9% |