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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · COLORADO, CO 80111 | Recordkeeping Fees | $1,565 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RET · NEW YORK, NY 10178 | Contract Administrator | $469 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,523 | $50,815-91.1% | $155,509-97.1% | $77,643-94.2% |
| Participation rate | 84.6% | 63.1%+21.5pp | 78.2%+6.4pp | 70.6%+14.0pp |
| Annual return | 346.91% | 34.80%+312.1pp | 64.67%+282.2pp | 31.24%+315.7pp |
| Employer contribution / active EE | $244 | $1,993-87.8% | $4,672-94.8% | $2,726-91.0% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $4 | $437-99.1% | $15,912-100.0% | $430-99.1% |