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 INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $39,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,011 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,668 | $56,060+156.3% | $76,002+89.0% | $80,874+77.6% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.09% | 20.54%-8.4pp | 360.07%-348.0pp | 35.62%-23.5pp |
| Employer contribution / active EE | $5,716 | $1,873+205.1% | $2,688+112.6% | $2,756+107.4% |
| Participant deferral / active EE | $11,188 | $3,051+266.7% | $4,257+162.8% | $4,297+160.4% |
| Admin fee / account holder | $392 | $5,237-92.5% | $6,414-93.9% | $6,935-94.3% |