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 | $21,583 |
SUMMIT FINANCIAL CORPORATION7+ years Service code 13 · EIN 04-3222046 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $19,511 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $13,007 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,382 | $55,125-6.8% | $109,895-53.2% | $86,799-40.8% |
| Participation rate | 34.4% | 70.1%-35.7pp | 74.2%-39.9pp | 72.3%-37.9pp |
| Annual return | 17.34% | 26.20%-8.9pp | 29.45%-12.1pp | 97.91%-80.6pp |
| Employer contribution / active EE | $846 | $1,558-45.7% | $2,842-70.3% | $2,405-64.8% |
| Participant deferral / active EE | $1,734 | $3,337-48.0% | $4,048-57.2% | $4,131-58.0% |
| Admin fee / account holder | $197 | $141+39.6% | $6,066-96.8% | $170+16.1% |