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 INSURANCE Service code 64 | Recordkeeping Fees | $14,306 |
SUMMIT FINANCIAL CORPORATION6+ years Service code 13 · EIN 04-3222046 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $11,670 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 33 · EIN 04-2675571 | Securities brokerage; Other fees | $8,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,935 | $51,447+6.8% | $104,607-47.5% | $73,409-25.2% |
| Participation rate | 34.3% | 68.2%-33.9pp | 74.1%-39.7pp | 72.2%-37.8pp |
| Annual return | 16.79% | 25.06%-8.3pp | 340.46%-323.7pp | 59.29%-42.5pp |
| Employer contribution / active EE | $855 | $1,441-40.7% | $2,681-68.1% | $2,234-61.7% |
| Participant deferral / active EE | $1,701 | $3,058-44.4% | $3,740-54.5% | $3,805-55.3% |
| Admin fee / account holder | $152 | $122+24.6% | $6,473-97.7% | $158-3.7% |