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 | $64,705+103.5% | $62,929+109.2% | $67,986+93.6% |
| Participation rate | 71.4% | 65.6%+5.8pp | 73.1%-1.7pp | 57.2%+14.2pp |
| Annual return | 11.63% | 20.31%-8.7pp | 1063.93%-1052.3pp | 31.67%-20.0pp |
| Employer contribution / active EE | $3,739 | $2,376+57.4% | $2,505+49.3% | $2,019+85.2% |
| Participant deferral / active EE | $6,970 | $3,198+117.9% | $3,888+79.2% | $3,358+107.5% |
| Admin fee / account holder | $432 | $1,428-69.8% | $5,065-91.5% | $3,203-86.5% |