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: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,634 |
BLAZEK & VETTERLING2 years Filed as: BLAZEK & VETTERLING LLC Service code 10 2900 WESLAYAN STE 200 · HOUSTON, TX 77027 | Accounting | $16,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,684 | $101,317+208.6% | $146,958+112.8% | $74,495+319.7% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.2pp | 67.2%+24.1pp |
| Annual return | 14.82% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $7,193 | $3,810+88.8% | $4,933+45.8% | $2,623+174.2% |
| Participant deferral / active EE | $15,094 | $7,303+106.7% | $8,070+87.0% | $4,346+247.3% |
| Admin fee / account holder | $494 | $1,739-71.6% | $12,998-96.2% | $1,942-74.6% |