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 | $14,315 |
ALPHA PENSION GROUP, INC.2+ years Service code 27 70 WESTVIEW ST 2ND FLOOR · LEXINGTON, MA 02421 | Advisory (Plan) | $7,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $902 |
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 | $89,904 | $50,385+78.4% | $75,670+18.8% | $62,292+44.3% |
| Participation rate | 51.4% | 67.7%-16.3pp | 72.3%-20.9pp | 69.5%-18.1pp |
| Annual return | 17.38% | 19.90%-2.5pp | 27.34%-10.0pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,183 | $2,445+112.0% | $3,142+64.9% | $3,169+63.6% |
| Admin fee / account holder | $295 | $384-23.2% | $5,800-94.9% | $479-38.5% |