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 27 DBA ALLIANT RETIREMENT · NEW YORK, NY 10178 | Advisory (Plan) | $18,854 |
CARON & BLETZER, PLLC7 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $6,100 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,719 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,074 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $1,690 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,404 | $53,053+25.2% | $126,539-47.5% | $74,304-10.6% |
| Participation rate | 46.2% | 48.0%-1.9pp | 69.8%-23.7pp | 60.3%-14.2pp |
| Annual return | 13.66% | 29.46%-15.8pp | 425.95%-412.3pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,111 | $1,168-4.9% | $3,674-69.8% | $2,241-50.4% |
| Participant deferral / active EE | $2,132 | $2,303-7.4% | $4,083-47.8% | $3,767-43.4% |
| Admin fee / account holder | $320 | $3,698-91.3% | $6,065-94.7% | $2,969-89.2% |