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: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $20,760 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,474 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,209 | $69,454-39.2% | $180,183-76.6% | $74,304-43.2% |
| Participation rate | 78.3% | 61.8%+16.5pp | 77.4%+0.9pp | 60.3%+17.9pp |
| Annual return | 18.90% | 25.86%-7.0pp | 27.86%-9.0pp | 29.43%-10.5pp |
| Employer contribution / active EE | $3,045 | $3,155-3.5% | $5,039-39.6% | $2,241+35.8% |
| Participant deferral / active EE | $6,852 | $4,662+47.0% | $6,822+0.4% | $3,767+81.9% |
| Admin fee / account holder | $147 | $3,036-95.2% | $19,975-99.3% | $2,969-95.1% |