See peer percentile detail. $4.99 for your first month.
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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 27 DBA ALLIANT RETIREMENT · NEW YORK, NY 10178 | Advisory (Plan) | $14,376 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,131 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $3,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,739 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,436 | $52,406+11.5% | $129,207-54.8% | $74,495-21.6% |
| Participation rate | 49.2% | 53.8%-4.6pp | 69.6%-20.4pp | 67.2%-18.0pp |
| Annual return | 12.49% | 15.66%-3.2pp | 9417.33%-9404.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,194 | $1,531-22.0% | $4,153-71.2% | $2,623-54.5% |
| Participant deferral / active EE | $2,145 | $2,794-23.3% | $4,168-48.5% | $4,346-50.6% |
| Admin fee / account holder | $248 | $2,633-90.6% | $7,715-96.8% | $1,942-87.2% |