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: JONES-HOXIE CORP DBA CROSS-INS Service code 99 PO BOX 1388 · BANGOR, ME 04402 | Other Fees | $965 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,209 | $70,908+14.5% | $98,907-17.9% | $73,488+10.5% |
| Participation rate | 96.6% | 73.8%+22.8pp | 76.0%+20.6pp | 70.7%+25.9pp |
| Annual return | 14809.82% | 34.17%+14775.7pp | 196.43%+14613.4pp | 28.51%+14781.3pp |
| Employer contribution / active EE | $209 | $2,036-89.7% | $2,689-92.2% | $2,270-90.8% |
| Participant deferral / active EE | $862 | $3,500-75.4% | $4,244-79.7% | $3,740-76.9% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |