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: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREMENT · NEW YORK, NY 10178 | Contract Administrator | $30,593 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,782 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $11,306 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,862 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,009 | $57,016+36.8% | $84,966-8.2% | $80,856-3.5% |
| Participation rate | 93.2% | 56.3%+36.8pp | 67.5%+25.7pp | 67.6%+25.5pp |
| Annual return | 14.90% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,873 | $1,798+59.8% | $2,727+5.3% | $2,755+4.3% |
| Participant deferral / active EE | $8,727 | $3,110+180.7% | $4,519+93.1% | $4,296+103.2% |
| Admin fee / account holder | $336 | $4,980-93.3% | $6,149-94.5% | $6,918-95.1% |