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: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,571 |
ALLIANCE PENSION CONSULTANTS, LLC11+ years Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 10178 | Contract Administrator | $15,251 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,559 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,687 | $49,915-52.5% | $154,803-84.7% | $74,304-68.1% |
| Participation rate | 49.1% | 54.0%-4.9pp | 78.1%-29.0pp | 60.3%-11.3pp |
| Annual return | 14.40% | 34.06%-19.7pp | 58.88%-44.5pp | 29.43%-15.0pp |
| Employer contribution / active EE | $53 | $1,611-96.7% | $4,305-98.8% | $2,241-97.6% |
| Participant deferral / active EE | $2,249 | $2,255-0.3% | $5,540-59.4% | $3,767-40.3% |
| Admin fee / account holder | $223 | $2,189-89.8% | $14,329-98.4% | $2,969-92.5% |