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, INC. Service code 13 320 WEST · NEW YORK, NY 10019 | Contract Administrator | $25,916 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,747 |
Filed as: EMPOWER ADVISORY GROUPS, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,626 |
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 | $41,585 | $54,701-24.0% | $86,188-51.8% | $71,457-41.8% |
| Participation rate | 91.5% | 60.1%+31.3pp | 69.0%+22.5pp | 67.9%+23.5pp |
| Annual return | 16.97% | 20.06%-3.1pp | 1168.45%-1151.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,563 | $3,108+79.0% | $3,985+39.6% | $4,289+29.7% |
| Admin fee / account holder | $174 | $1,922-91.0% | $6,852-97.5% | $1,587-89.1% |