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 5-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 | $21,203 |
NFP RETIREMENT INC5+ years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $11,874 |
FLEXPATH STRATEGIES, LLC5+ years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Other Fees | $2,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,639 | $73,397-61.0% | $178,014-83.9% | $74,546-61.6% |
| Participation rate | 85.6% | 66.6%+19.0pp | 77.1%+8.5pp | 67.2%+18.4pp |
| Annual return | 19.74% | 17.49%+2.2pp | 294.80%-275.1pp | 1366.03%-1346.3pp |
| Employer contribution / active EE | $2,406 | $2,217+8.5% | $3,950-39.1% | $2,624-8.3% |
| Participant deferral / active EE | $3,405 | $4,512-24.5% | $6,276-45.8% | $4,347-21.7% |
| Admin fee / account holder | $194 | $1,809-89.3% | $10,362-98.1% | $1,944-90.0% |