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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,911 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS SUITE 400 · ALISO VERDE, CA 926562689 | Advisory (Plan) | $46,200 |
UNITED RETIREMENT INC1 year Service code 99 FUTUREPLAN BY ASCENSUS · CHICAGO, IL 606734603 | Other Fees | $9,360 |
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 | $181,746 | $130,194+39.6% | $169,993+6.9% | $71,457+154.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 15.70% | 20.37%-4.7pp | 53.37%-37.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $7,424 | $4,381+69.5% | $6,785+9.4% | $2,588+186.9% |
| Participant deferral / active EE | $9,362 | $6,923+35.2% | $10,408-10.0% | $4,289+118.3% |
| Admin fee / account holder | $774 | $966-19.8% | $12,815-94.0% | $1,587-51.2% |