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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,660 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,962 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 320 E. JEFFERSON BLVD · SOUTH BEND, IN 466240007 | Accounting | $5,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,122 | $47,977-76.8% | $154,107-92.8% | $56,287-80.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.85% | 3.54%-8.4pp | 735.12%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $962 | $2,169-55.6% | $5,298-81.8% | $2,111-54.4% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $102 | $438-76.7% | $13,411-99.2% | $521-80.4% |