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 INC5 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $19,132 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,715 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,108 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,474 | $56,317+10.9% | $71,209-12.3% | $74,304-15.9% |
| Participation rate | 70.1% | 55.1%+15.0pp | 73.8%-3.7pp | 60.3%+9.7pp |
| Annual return | 11.16% | 42.83%-31.7pp | 282.51%-271.3pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,545 | $2,160-28.5% | $2,721-43.2% | $2,241-31.1% |
| Participant deferral / active EE | $5,177 | $2,788+85.7% | $4,175+24.0% | $3,767+37.4% |
| Admin fee / account holder | $284 | $2,290-87.6% | $5,349-94.7% | $2,969-90.4% |