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 INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,063 |
Filed as: COMMONWEALTH EQUITY SERVICES INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $9,711 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,485 |
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 | $14,592 | $37,196-60.8% | $154,107-90.5% | $55,725-73.8% |
| Participation rate | 42.2% | 64.1%-21.9pp | 83.0%-40.8pp | 70.9%-28.7pp |
| Annual return | 8.89% | 1319.68%-1310.8pp | 735.12%-726.2pp | 244.93%-236.0pp |
| Employer contribution / active EE | $370 | $1,614-77.1% | $5,298-93.0% | $2,078-82.2% |
| Participant deferral / active EE | $766 | $2,068-63.0% | $5,081-84.9% | $3,356-77.2% |
| Admin fee / account holder | $24 | $102-76.5% | $13,411-99.8% | $115-79.3% |