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 Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $35,606 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,286 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,324 |
ACEC RETIREMENT TRUST1 year Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $3,817 |
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 | $138,238 | $101,317+36.4% | $146,958-5.9% | $74,495+85.6% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 18.05% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $2,249 | $3,810-41.0% | $4,933-54.4% | $2,623-14.3% |
| Participant deferral / active EE | $10,552 | $7,303+44.5% | $8,070+30.8% | $4,346+142.8% |
| Admin fee / account holder | $528 | $1,739-69.6% | $12,998-95.9% | $1,942-72.8% |