See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC8+ years Service code 53 1 LINCOLN CTR 5TH FL · SYRACUSE, NY 13202 | Insurance Commissions | $80,211 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,657 | $46,292+13.7% | $143,757-63.4% | $64,808-18.7% |
| Participation rate | 53.7% | 64.2%-10.5pp | 80.3%-26.6pp | 71.5%-17.8pp |
| Annual return | -14.99% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $504 | $1,910-73.6% | $4,951-89.8% | $2,506-79.9% |
| Participant deferral / active EE | $2,309 | $2,646-12.7% | $5,637-59.0% | $4,310-46.4% |
| Admin fee / account holder | $13 | $154-91.8% | $14,673-99.9% | $188-93.3% |