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 AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,749 |
ALPHA PENSION GROUP, INC.2+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $12,363 |
Filed as: CBIZ Service code 10 · EIN 26-3753134 | Accounting | $8,865 |
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.)
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 | $42,167 | $57,976-27.3% | $62,995-33.1% | $62,292-32.3% |
| Participation rate | 51.6% | 75.9%-24.4pp | 74.8%-23.3pp | 69.5%-18.0pp |
| Annual return | 17.64% | 17.54%+0.1pp | 87.57%-69.9pp | 28.90%-11.3pp |
| Employer contribution / active EE | $945 | $2,415-60.9% | $2,759-65.7% | $2,042-53.7% |
| Participant deferral / active EE | $1,699 | $2,956-42.5% | $3,329-49.0% | $3,169-46.4% |
| Admin fee / account holder | $331 | $276+20.1% | $3,600-90.8% | $479-30.9% |