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 5-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 | $57,031 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,962 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,557 | $119,446-67.7% | $150,045-74.3% | $85,563-54.9% |
| Participation rate | 60.1% | 75.4%-15.3pp | 82.3%-22.2pp | 66.0%-5.9pp |
| Annual return | 39.54% | 23.72%+15.8pp | 62.55%-23.0pp | 31.51%+8.0pp |
| Employer contribution / active EE | $2,301 | $4,078-43.6% | $4,693-51.0% | $2,654-13.3% |
| Participant deferral / active EE | $5,365 | $7,985-32.8% | $7,997-32.9% | $4,375+22.6% |
| Admin fee / account holder | $91 | $548-83.4% | $13,435-99.3% | $834-89.1% |