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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,772 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $1,461 |
ASSOCIATED PENSION CONSULTANTS2+ years Service code 13 6800 JERICHO TURNPIKE · SYOSSET, NY 11791 | Contract Administrator | $654 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,255 | $25,723+130.4% | $69,182-14.3% | $55,167+7.4% |
| Participation rate | 9.8% | 39.4%-29.6pp | 55.1%-45.3pp | 69.0%-59.2pp |
| Annual return | 6.07% | 9.56%-3.5pp | -21.93%+28.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $53 | $480-89.0% | $1,206-95.6% | $1,963-97.3% |
| Participant deferral / active EE | $230 | $963-76.1% | $1,897-87.9% | $3,054-92.5% |
| Admin fee / account holder | $217 | $365-40.5% | $2,697-92.0% | $504-57.0% |