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 | $56,779 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,736 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,567 | $82,917-18.5% | $103,333-34.6% | $77,643-13.0% |
| Participation rate | 59.4% | 71.6%-12.2pp | 74.5%-15.1pp | 70.6%-11.2pp |
| Annual return | 13.28% | 19.13%-5.9pp | 24.88%-11.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,339 | $3,552-6.0% | $3,868-13.7% | $2,726+22.5% |
| Participant deferral / active EE | $6,147 | $4,108+49.6% | $5,057+21.5% | $4,647+32.3% |
| Admin fee / account holder | $316 | $638-50.4% | $8,355-96.2% | $430-26.5% |