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 Service code 64 8525 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,560 |
Filed as: AUSTIN FIDUCIARY LIMITED Service code 49 119 ELAINE DRIVE · OCEANSIDE, NY 11572 | Other Services | $0 |
QP ADVISORY LLC3 years Filed as: IC ADVISORY INC. Service code 49 PO BOX 770 · BEDMINSTER, NJ 07921 | Other Services | $0 |
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.
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 | $12,705 | $87,173-85.4% | $59,878-78.8% | $75,289-83.1% |
| Participation rate | 58.4% | 74.5%-16.1pp | 74.7%-16.3pp | 72.4%-14.1pp |
| Annual return | -3.78% | -2.14%-1.6pp | 3.46%-7.2pp | -0.04%-3.7pp |
| Employer contribution / active EE | $472 | $3,473-86.4% | $2,722-82.6% | $2,405-80.4% |
| Participant deferral / active EE | $644 | $3,379-81.0% | $3,402-81.1% | $3,739-82.8% |
| Admin fee / account holder | $85 | $75+13.8% | $3,590-97.6% | $102-16.8% |