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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,387 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,370 | $84,487+183.3% | $125,339+91.0% | $66,914+257.7% |
| Participation rate | 88.3% | 76.4%+11.9pp | 82.4%+5.9pp | 69.8%+18.5pp |
| Annual return | -16.45% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $5,700 | $3,553+60.4% | $4,814+18.4% | $2,544+124.0% |
| Participant deferral / active EE | $11,510 | $6,781+69.7% | $7,446+54.6% | $4,237+171.7% |
| Admin fee / account holder | $425 | $685-38.0% | $10,010-95.8% | $593-28.4% |