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 INC. DBA Service code 13 ALLIANT RETIREMENT · NEW YORK, NY 10178 | Contract Administrator | $30,046 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,617 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,070 |
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 | $31,393 | $82,202-61.8% | $125,339-75.0% | $64,808-51.6% |
| Participation rate | 85.1% | 77.9%+7.2pp | 82.4%+2.7pp | 71.5%+13.6pp |
| Annual return | 422.58% | 3.48%+419.1pp | 572.05%-149.5pp | 32.82%+389.8pp |
| Employer contribution / active EE | $3,433 | $3,615-5.1% | $4,814-28.7% | $2,506+37.0% |
| Participant deferral / active EE | $7,367 | $7,175+2.7% | $7,446-1.1% | $4,310+70.9% |
| Admin fee / account holder | $106 | $163-35.1% | $10,010-98.9% | $188-43.6% |