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 | $130,224-50.4% | $197,124-67.2% | $79,634-18.9% |
| Participation rate | 75.6% | 87.8%-12.2pp | 86.7%-11.1pp | 62.5%+13.1pp |
| Annual return | 20.22% | 23.65%-3.4pp | 44.34%-24.1pp | 36.46%-16.2pp |
| Employer contribution / active EE | $2,779 | $4,314-35.6% | $6,227-55.4% | $2,529+9.9% |
| Participant deferral / active EE | $5,343 | $7,378-27.6% | $9,135-41.5% | $3,835+39.3% |
| Admin fee / account holder | $220 | $254-13.4% | $16,298-98.6% | $1,002-78.0% |