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 3-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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,037 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREMENT · NEW YORK NY, NY 10178 | Contract Administrator | $21,720 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,277 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $4,790 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,920 | $87,870-14.7% | $113,168-33.8% | $74,304+0.8% |
| Participation rate | 96.3% | 70.7%+25.5pp | 76.6%+19.7pp | 60.3%+35.9pp |
| Annual return | 21.36% | 26.44%-5.1pp | 24.27%-2.9pp | 29.43%-8.1pp |
| Employer contribution / active EE | $5,808 | $2,277+155.0% | $2,975+95.2% | $2,241+159.1% |
| Participant deferral / active EE | $12,941 | $4,241+205.2% | $5,107+153.4% | $3,767+243.5% |
| Admin fee / account holder | $529 | $3,368-84.3% | $12,068-95.6% | $2,969-82.2% |