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: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 11525 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Advisory (Plan) | $37,252 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,352 |
Service code 13 · EIN 27-0293282 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $11,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,232 | $47,126+2.3% | $149,673-67.8% | $74,419-35.2% |
| Participation rate | 53.1% | 63.4%-10.3pp | 78.8%-25.6pp | 70.7%-17.6pp |
| Annual return | 15.17% | 22.75%-7.6pp | 134.42%-119.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,313 | $1,905-31.1% | $4,818-72.7% | $2,637-50.2% |
| Participant deferral / active EE | $2,690 | $2,728-1.4% | $5,680-52.6% | $4,528-40.6% |
| Admin fee / account holder | $268 | $343-21.7% | $13,210-98.0% | $348-22.9% |