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 | $29,121 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO3 years Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
THORNBURG5 years Service code 52 · EIN 06-1158764 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,837 | $84,936-46.0% | $111,297-58.8% | $79,386-42.3% |
| Participation rate | 78.8% | 75.9%+2.9pp | 77.3%+1.5pp | 70.7%+8.1pp |
| Annual return | 9.88% | 17.45%-7.6pp | 54.65%-44.8pp | 116.85%-107.0pp |
| Employer contribution / active EE | $516 | $1,979-73.9% | $2,731-81.1% | $2,427-78.8% |
| Participant deferral / active EE | $2,084 | $3,888-46.4% | $4,487-53.6% | $4,046-48.5% |
| Admin fee / account holder | $195 | $537-63.6% | $7,964-97.5% | $626-68.8% |