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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,673 |
Filed as: ROORDA PIQUET & BESSEE INC Service code 13 5995 BROCKTON 2ND FLOOR · RIVERSIDE, CA 92506 | Contract Administrator | $16,400 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $7,498 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,861 | $44,764-57.9% | $68,791-72.6% | $64,808-70.9% |
| Participation rate | 90.7% | 64.8%+26.0pp | 69.0%+21.7pp | 71.5%+19.3pp |
| Annual return | -16.71% | -10.91%-5.8pp | -6.38%-10.3pp | 32.82%-49.5pp |
| Employer contribution / active EE | $437 | $1,775-75.4% | $2,655-83.6% | $2,506-82.6% |
| Participant deferral / active EE | $2,391 | $3,238-26.1% | $3,941-39.3% | $4,310-44.5% |
| Admin fee / account holder | $132 | $151-12.5% | $4,932-97.3% | $188-29.5% |