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 | $26,305 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,985 |
Filed as: EMPOWER ADVISORY GROUPS, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,211 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,156 | $59,417-13.9% | $93,606-45.3% | $74,495-31.3% |
| Participation rate | 78.0% | 59.7%+18.4pp | 68.7%+9.3pp | 67.2%+10.8pp |
| Annual return | 15.82% | 81.83%-66.0pp | 133.20%-117.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,323 | $3,050+74.5% | $4,411+20.7% | $4,346+22.5% |
| Admin fee / account holder | $174 | $3,021-94.2% | $8,285-97.9% | $1,942-91.0% |