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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $13,695 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISERS, INC. Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,227 | $93,131-7.4% | $106,548-19.1% | $86,799-0.7% |
| Participation rate | 36.8% | 81.4%-44.6pp | 76.1%-39.3pp | 72.3%-35.5pp |
| Annual return | 16.66% | 19.45%-2.8pp | 26.80%-10.1pp | 97.91%-81.2pp |
| Employer contribution / active EE | $307 | $2,895-89.4% | $2,819-89.1% | $2,405-87.2% |
| Participant deferral / active EE | $1,339 | $4,708-71.6% | $4,398-69.6% | $4,131-67.6% |
| Admin fee / account holder | $74 | $145-48.7% | $7,407-99.0% | $170-56.1% |