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 INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $16,790 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,103 |
Service code 13 8523 SOUTH REDWOOD RD · JORDAN, UT 84088 | Contract Administrator | $1,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,190 |
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 | $36,819 | $58,264-36.8% | $86,612-57.5% | $71,457-48.5% |
| Participation rate | 87.8% | 65.0%+22.8pp | 71.7%+16.1pp | 67.9%+19.9pp |
| Annual return | 13.11% | 21.63%-8.5pp | 591.07%-578.0pp | 28.85%-15.7pp |
| Employer contribution / active EE | $3,096 | $2,574+20.3% | $3,022+2.4% | $2,588+19.6% |
| Participant deferral / active EE | $4,501 | $3,436+31.0% | $4,438+1.4% | $4,289+5.0% |
| Admin fee / account holder | $153 | $1,057-85.5% | $5,614-97.3% | $1,587-90.3% |