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 Service code 13 DBA ALLIANT RETIREMENT · NEW YORK, NY 100872052 | Contract Administrator | $9,997 |
Filed as: GREAT WEST LIFE & ANNUITY INS COM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,454 |
Filed as: CETERA ADVISER NETWORKS LLC Service code 55 | Other Commissions | $4,171 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,093 |
Filed as: CETERA ADVISOR NETWORDS LLC Service code 55 2301 ROSECRANS AVE · EL SEGUNDA, CA 902455670 | Other Commissions | $0 |
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 | $30,556 | $61,156-50.0% | $185,823-83.6% | $79,386-61.5% |
| Participation rate | 59.3% | 66.6%-7.3pp | 81.7%-22.4pp | 70.7%-11.4pp |
| Annual return | 14.61% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,791 | $2,789-35.8% | $5,568-67.8% | $4,046-55.7% |
| Admin fee / account holder | $95 | $710-86.7% | $16,237-99.4% | $626-84.9% |