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 49 · EIN 84-0467907 | Other Services | $48,292 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $44,700 |
AB FUNDS3 years Service code 52 · EIN 13-3747683 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALAMOS FINANCIAL3 years Service code 52 · EIN 36-3316238 | Indirect Investment Fees | $0 |
EATON VANCE5 years Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 91-1986511 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,019 | $41,647+48.9% | $96,139-35.5% | $86,799-28.5% |
| Participation rate | 23.1% | 50.2%-27.1pp | 68.4%-45.4pp | 72.3%-49.2pp |
| Annual return | 12.84% | 27.24%-14.4pp | 191.94%-179.1pp | 97.91%-85.1pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $684 | $2,412-71.6% | $4,349-84.3% | $4,131-83.4% |
| Admin fee / account holder | $544 | $169+221.0% | $5,537-90.2% | $170+220.7% |