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 | $14,101 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,893 | $61,272-64.3% | $149,673-85.4% | $71,457-69.4% |
| Participation rate | 51.2% | 62.5%-11.3pp | 78.8%-27.6pp | 67.9%-16.8pp |
| Annual return | 13.63% | 35.85%-22.2pp | 134.42%-120.8pp | 28.85%-15.2pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,692 | $2,917-42.0% | $5,680-70.2% | $4,289-60.5% |
| Admin fee / account holder | $137 | $1,261-89.1% | $13,210-99.0% | $1,587-91.4% |