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 INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $16,088 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,665 |
Service code 13 8523 SOUTH REDWOOD RD · JORDAN, UT 84088 | Contract Administrator | $1,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,209 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,737 | $51,197-26.3% | $82,719-54.4% | $66,914-43.6% |
| Participation rate | 90.1% | 67.8%+22.3pp | 72.6%+17.5pp | 69.8%+20.3pp |
| Annual return | -19.90% | -9.64%-10.3pp | 701.18%-721.1pp | 1.58%-21.5pp |
| Employer contribution / active EE | $3,280 | $2,611+25.6% | $3,009+9.0% | $2,544+28.9% |
| Participant deferral / active EE | $4,174 | $3,458+20.7% | $4,395-5.0% | $4,237-1.5% |
| Admin fee / account holder | $183 | $416-56.0% | $5,329-96.6% | $593-69.2% |