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 6-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 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $38,291 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,940 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $837 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,568 | $131,799-51.0% | $200,582-67.8% | $85,563-24.5% |
| Participation rate | 75.6% | 87.9%-12.3pp | 86.9%-11.3pp | 66.0%+9.7pp |
| Annual return | 20.22% | 21.59%-1.4pp | 42.33%-22.1pp | 31.51%-11.3pp |
| Employer contribution / active EE | $2,779 | $4,532-38.7% | $6,419-56.7% | $2,654+4.7% |
| Participant deferral / active EE | $5,343 | $7,702-30.6% | $9,331-42.7% | $4,375+22.1% |
| Admin fee / account holder | $220 | $235-6.2% | $16,305-98.6% | $834-73.6% |