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 | $41,093 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,762 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,499 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,600 | $92,971-34.8% | $96,683-37.3% | $74,419-18.6% |
| Participation rate | 56.4% | 71.5%-15.2pp | 74.3%-18.0pp | 70.7%-14.4pp |
| Annual return | 16.59% | 37.49%-20.9pp | 35.69%-19.1pp | 34.38%-17.8pp |
| Employer contribution / active EE | $3,543 | $3,426+3.4% | $3,737-5.2% | $2,637+34.3% |
| Participant deferral / active EE | $6,533 | $3,970+64.5% | $4,878+33.9% | $4,528+44.3% |
| Admin fee / account holder | $248 | $633-60.7% | $6,730-96.3% | $348-28.6% |