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 9-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 Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 10178 | Contract Administrator | $109,026 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,708 |
Filed as: EMPOWER ADVISORY GROUPS ,LLC Service code 28 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,987 |
Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $6,800 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO. Service code 99 611 E WISCONSIN · MILWAUKEE, WI 53202 | Other Fees | $3,161 |
Filed as: FLORIDA RETIREMENT CONSULTANTS, LLC Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $1,287 |
DGH & ASSOCIATES INC DBA FLORIDA1 year Filed as: DGH & ASSOCIATES INC DBA Service code 13 FLORIDA RETIREMENT CONSUL · LAND O LAKES, FL 34638 | Contract Administrator | $195 |
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 | $58,849 | $95,274-38.2% | $135,903-56.7% | $74,419-20.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 251.03% | 32.77%+218.3pp | 68.23%+182.8pp | 34.38%+216.7pp |
| Employer contribution / active EE | $3,422 | $3,874-11.7% | $4,856-29.5% | $2,637+29.7% |
| Participant deferral / active EE | $5,914 | $7,782-24.0% | $7,758-23.8% | $4,528+30.6% |
| Admin fee / account holder | $242 | $266-9.2% | $10,762-97.8% | $348-30.6% |