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 | $37,958 |
NFP RETIREMENT INC6 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $36,988 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $13,973 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,684 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,642 | $67,984+93.6% | $65,493+101.0% | $74,304+77.2% |
| Participation rate | 71.4% | 66.3%+5.1pp | 73.1%-1.7pp | 60.3%+11.1pp |
| Annual return | 11.63% | 19.87%-8.2pp | 982.45%-970.8pp | 29.43%-17.8pp |
| Employer contribution / active EE | $3,739 | $2,491+50.1% | $2,574+45.2% | $2,241+66.8% |
| Participant deferral / active EE | $6,970 | $3,346+108.3% | $3,961+76.0% | $3,767+85.0% |
| Admin fee / account holder | $432 | $1,373-68.6% | $5,028-91.4% | $2,969-85.5% |