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 INC4 years Service code 27 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $18,583 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORACHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,801 |
Service code 13 430 W 7TH ST SUITE219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $500 |
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 | $53,703 | $58,208-7.7% | $81,812-34.4% | $80,856-33.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 23.10% | 41.66%-18.6pp | 773.79%-750.7pp | 35.59%-12.5pp |
| Employer contribution / active EE | $2,197 | $2,340-6.1% | $2,912-24.5% | $2,755-20.2% |
| Participant deferral / active EE | $6,799 | $3,281+107.2% | $4,319+57.4% | $4,296+58.3% |
| Admin fee / account holder | $223 | $4,981-95.5% | $7,386-97.0% | $6,918-96.8% |