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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80,910 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS SUITE 400 · ALISO VERDE, CA 926562689 | Advisory (Plan) | $69,727 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. Service code 13 DBA FUTUREPLAN · SAN DIEGO, CA 92101 | Contract Administrator | $16,296 |
UNITED RETIREMENT INC2 years Service code 99 FUTUREPLAN BY ASCENSUS · CHICAGO, IL 606734603 | Other Fees | $2,236 |
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 | $206,951 | $122,239+69.3% | $184,203+12.3% | $74,495+177.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.19% | 19.95%-4.8pp | 28.81%-13.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $9,138 | $4,537+101.4% | $6,427+42.2% | $2,623+248.4% |
| Participant deferral / active EE | $11,503 | $7,139+61.1% | $9,131+26.0% | $4,346+164.7% |
| Admin fee / account holder | $1,350 | $1,260+7.2% | $13,901-90.3% | $1,942-30.5% |