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 DBA Service code 27 320 W 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,496 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE 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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,811 | $73,102+178.8% | $123,544+65.0% | $56,287+262.1% |
| Participation rate | 86.0% | 74.3%+11.7pp | 82.3%+3.7pp | 69.9%+16.1pp |
| Annual return | -4.25% | 3.01%-7.3pp | 119.20%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $4,735 | $2,977+59.0% | $4,628+2.3% | $2,111+124.3% |
| Participant deferral / active EE | $12,292 | $5,423+126.7% | $6,426+91.3% | $3,350+266.9% |
| Admin fee / account holder | $360 | $554-34.9% | $9,284-96.1% | $521-30.8% |