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 | $175,744 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $102,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,062 | $40,385+36.3% | $80,569-31.7% | $74,419-26.0% |
| Participation rate | 99.3% | 47.4%+51.8pp | 67.0%+32.3pp | 70.7%+28.5pp |
| Annual return | 16.63% | 164.85%-148.2pp | 935.43%-918.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $532 | $1,496-64.4% | $2,723-80.5% | $2,637-79.8% |
| Participant deferral / active EE | $5,729 | $2,674+114.2% | $4,447+28.8% | $4,528+26.5% |
| Admin fee / account holder | $239 | $720-66.8% | $5,377-95.6% | $348-31.3% |