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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,114 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $37,496 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $30,753 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $5,126 |
Service code 99 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Other Fees | $4,593 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $3,203 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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 | $36,533 | $42,353-13.7% | $79,550-54.1% | $64,808-43.6% |
| Participation rate | 88.6% | 64.8%+23.9pp | 69.5%+19.1pp | 71.5%+17.1pp |
| Annual return | -18.71% | -12.24%-6.5pp | 0.16%-18.9pp | 32.82%-51.5pp |
| Employer contribution / active EE | $514 | $1,181-56.5% | $2,413-78.7% | $2,506-79.5% |
| Participant deferral / active EE | $4,238 | $3,170+33.7% | $3,985+6.4% | $4,310-1.7% |
| Admin fee / account holder | $193 | $160+20.7% | $6,832-97.2% | $188+2.6% |