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 7-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,916 |
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $14,247 |
FLEXPATH STRATEGIES, LLC4 years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Other Fees | $1,578 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,292 | $80,724-78.6% | $103,333-83.3% | $74,495-76.8% |
| Participation rate | 54.1% | 65.7%-11.6pp | 74.5%-20.4pp | 67.2%-13.1pp |
| Annual return | 15.87% | 27.56%-11.7pp | 24.88%-9.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $4,307 | $3,157+36.4% | $3,868+11.4% | $2,623+64.2% |
| Participant deferral / active EE | $2,765 | $3,860-28.4% | $5,057-45.3% | $4,346-36.4% |
| Admin fee / account holder | $339 | $2,368-85.7% | $8,355-95.9% | $1,942-82.5% |