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 6-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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $21,013 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $17,039 |
PASI, LLC3+ years Service code 13 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $14,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,953 | $41,647-32.9% | $96,139-70.9% | $86,799-67.8% |
| Participation rate | 69.8% | 50.2%+19.6pp | 68.4%+1.4pp | 72.3%-2.5pp |
| Annual return | 13.59% | 27.24%-13.7pp | 191.94%-178.4pp | 97.91%-84.3pp |
| Employer contribution / active EE | $2,655 | $1,318+101.5% | $2,797-5.1% | $2,405+10.4% |
| Participant deferral / active EE | $589 | $2,412-75.6% | $4,349-86.5% | $4,131-85.7% |
| Admin fee / account holder | $157 | $169-7.4% | $5,537-97.2% | $170-7.5% |