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: ROBIN S. WEINGAST & ASSOCIATES INC. Service code 13 | Contract Administrator | $8,010 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 · EIN 13-2690792 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $638 |
Filed as: EMPOWER RETIREMENT ADIVSORY SERVICE Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $163 |
Service code 13 · EIN 11-2859146 100 QUENTIIN ROOSEVELT BLVD. · GARDEN CITY, NY 11530 | Contract Administrator | $0 |
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 | $36,431 | $77,634-53.1% | $156,549-76.7% | $62,891-42.1% |
| Participation rate | 92.8% | 71.2%+21.6pp | 84.0%+8.8pp | 69.3%+23.5pp |
| Annual return | 7.81% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,624 | $3,444-52.8% | $5,501-70.5% | $2,281-28.8% |
| Participant deferral / active EE | $2,761 | $3,045-9.4% | $4,871-43.3% | $3,203-13.8% |
| Admin fee / account holder | $53 | $5,561-99.0% | $13,027-99.6% | $4,296-98.8% |