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 INC9+ years Service code 55 1 LINCOLN CTR 5TH FL · SYRACUSE, NY 13202 | Other Commissions | $81,032 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,087 | $50,127+5.9% | $149,673-64.5% | $80,160-33.8% |
| Participation rate | 60.7% | 64.3%-3.5pp | 78.8%-18.0pp | 72.9%-12.2pp |
| Annual return | 15.91% | 29.82%-13.9pp | 134.42%-118.5pp | 40.38%-24.5pp |
| Employer contribution / active EE | $458 | $1,865-75.4% | $4,818-90.5% | $2,978-84.6% |
| Participant deferral / active EE | $1,944 | $3,194-39.1% | $5,680-65.8% | $5,017-61.3% |
| Admin fee / account holder | $16 | $153-89.6% | $13,210-99.9% | $145-89.1% |