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 | $7,831 |
Service code 27 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Advisory (Plan) | $1,250 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,735 | $31,679+38.1% | $74,701-41.5% | $65,185-32.9% |
| Participation rate | 62.6% | 40.4%+22.2pp | 54.5%+8.1pp | 70.2%-7.6pp |
| Annual return | 20.51% | 39.04%-18.5pp | 752.92%-732.4pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,133 | $1,191+163.1% | $1,964+59.5% | $3,514-10.8% |
| Admin fee / account holder | $75 | $379-80.2% | $3,333-97.7% | $847-91.1% |