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 |
|---|---|---|
DORSA CONSULTING SERVICES6 years Service code 11 · EIN 26-4614358 | Actuarial | $42,563 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 13 · EIN 84-0467907 | Contract Administrator | $11,597 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,030-100.0% | $75,030-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.4%-44.4pp |
| Annual return | -0.97% | -10.20%+9.2pp | -2.63%+1.7pp | -14.65%+13.7pp |
| Employer contribution / active EE | $28,000 | $48,508-42.3% | $29,884-6.3% | $46,320-39.6% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,631-100.0% |