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 10-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: GREAT-WEST LIFE & ANNUITY CO Service code 64 · EIN 01-0233346 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,826 |
WC ADMINISTRATORS, LLC2 years Service code 13 433 SOUTH 400 EAST · SALT LAKE CITY, UT 84111 | Contract Administrator | $13,642 |
Service code 99 6011 W COURTYARD DRIVE · AUSTIN, TN 78730 | Other Fees | $4,711 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $122 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 55 P.O BOX 771115 · CINCINNATI, OH 45277 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,888 | $55,449-19.0% | $83,848-46.5% | $56,287-20.3% |
| Participation rate | 47.5% | 68.0%-20.5pp | 76.1%-28.6pp | 69.9%-22.3pp |
| Annual return | -4.70% | -1.38%-3.3pp | 850.88%-855.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $943 | $2,430-61.2% | $3,631-74.0% | $2,111-55.3% |
| Participant deferral / active EE | $2,478 | $2,935-15.6% | $4,082-39.3% | $3,350-26.0% |
| Admin fee / account holder | $468 | $656-28.7% | $5,478-91.5% | $521-10.2% |