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 |
|---|---|---|
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: ALLIANT INSURANCE SERVICES Service code 13 DBA ALLIANT RETIREMENT · NEW YORK, NY 100872052 | Contract Administrator | $14,619 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,517 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,281 | $55,415-59.8% | $155,509-85.7% | $74,495-70.1% |
| Participation rate | 75.6% | 61.9%+13.7pp | 78.2%-2.6pp | 67.2%+8.4pp |
| Annual return | 12.54% | 268.50%-256.0pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,967 | $2,836-30.7% | $5,626-65.0% | $4,346-54.7% |
| Admin fee / account holder | $135 | $1,738-92.3% | $15,912-99.2% | $1,942-93.1% |