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 INSURANCE Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $36,315 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,182 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 55 · EIN 74-2794194 | Other Commissions | $2,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,307 | $47,722+43.1% | $82,719-17.4% | $64,808+5.4% |
| Participation rate | 87.5% | 67.6%+19.9pp | 72.6%+14.9pp | 71.5%+16.0pp |
| Annual return | -13.75% | -13.05%-0.7pp | 701.18%-714.9pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,875 | $2,179-13.9% | $3,009-37.7% | $2,506-25.2% |
| Participant deferral / active EE | $3,988 | $3,329+19.8% | $4,395-9.3% | $4,310-7.5% |
| Admin fee / account holder | $168 | $143+17.7% | $5,329-96.8% | $188-10.4% |