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 | $90,810 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $46,736 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,416 | $40,385-59.4% | $80,569-79.6% | $74,419-77.9% |
| Participation rate | 97.6% | 47.4%+50.2pp | 67.0%+30.6pp | 70.7%+26.9pp |
| Annual return | 18.20% | 164.85%-146.7pp | 935.43%-917.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $43 | $1,496-97.1% | $2,723-98.4% | $2,637-98.4% |
| Participant deferral / active EE | $8,583 | $2,674+220.9% | $4,447+93.0% | $4,528+89.5% |
| Admin fee / account holder | $78 | $720-89.2% | $5,377-98.5% | $348-77.6% |