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 | $56,943 |
Filed as: ROORDA PIQUET & BESSEE INC Service code 10 5995 BROCKTON 2ND FLOOR · RIVERSIDE, CA 92506 | Accounting | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,582 |
NFP RETIREMENT INC5 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $5,625 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,560 | $55,416-50.3% | $75,972-63.7% | $77,643-64.5% |
| Participation rate | 93.3% | 63.6%+29.7pp | 69.1%+24.2pp | 70.6%+22.7pp |
| Annual return | 12.59% | 17.07%-4.5pp | 359.55%-347.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $664 | $1,788-62.8% | $2,685-75.3% | $2,726-75.6% |
| Participant deferral / active EE | $2,755 | $3,447-20.1% | $4,255-35.3% | $4,647-40.7% |
| Admin fee / account holder | $169 | $414-59.2% | $6,467-97.4% | $430-60.8% |