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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,035 |
Filed as: COMMONWEALTH EQUITY Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $9,517 |
STANCORP FINANCIAL GROUP1 year Service code 27 · EIN 93-1253576 | Advisory (Plan) | $8,115 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS INC Service code 13 | Contract Administrator | $7,872 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 13 10 WATERSIDE DR. STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,459 | $84,487-71.0% | $125,339-80.5% | $66,914-63.4% |
| Participation rate | 46.0% | 76.4%-30.4pp | 82.4%-36.4pp | 69.8%-23.8pp |
| Annual return | -13.75% | -8.39%-5.4pp | 572.05%-585.8pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,068 | $3,553-69.9% | $4,814-77.8% | $2,544-58.0% |
| Participant deferral / active EE | $1,035 | $6,781-84.7% | $7,446-86.1% | $4,237-75.6% |
| Admin fee / account holder | $217 | $685-68.3% | $10,010-97.8% | $593-63.3% |