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 | $856 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $304 |
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.
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 | $34,763 | $46,732-25.6% | $156,549-77.8% | $55,167-37.0% |
| Participation rate | 31.9% | 65.8%-33.9pp | 84.0%-52.1pp | 69.0%-37.1pp |
| Annual return | 8.10% | 17.72%-9.6pp | 32.23%-24.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $187 | $2,105-91.1% | $5,501-96.6% | $1,963-90.5% |
| Participant deferral / active EE | $692 | $2,204-68.6% | $4,871-85.8% | $3,054-77.3% |
| Admin fee / account holder | $14 | $418-96.7% | $13,027-99.9% | $504-97.2% |