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 926562689 | Advisory (Plan) | $51,089 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,936 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $30,646 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $5,108 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $3,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,176 | $53,165-18.8% | $86,188-49.9% | $74,419-42.0% |
| Participation rate | 89.5% | 64.9%+24.7pp | 69.0%+20.6pp | 70.7%+18.8pp |
| Annual return | 17.07% | 22.64%-5.6pp | 1168.45%-1151.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $529 | $1,210-56.3% | $2,380-77.8% | $2,637-79.9% |
| Participant deferral / active EE | $4,195 | $3,234+29.7% | $3,985+5.3% | $4,528-7.3% |
| Admin fee / account holder | $191 | $551-65.4% | $6,852-97.2% | $348-45.2% |