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 | $91,779 |
CAPFINANCIAL PARTNERS LLC6+ years Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $52,770 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $753 |
JM PENSION ADVISORY, INC.5 years Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $750 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,947 | $104,317-79.9% | $159,436-86.9% | $86,799-75.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 11.59% | 26.32%-14.7pp | 263.57%-252.0pp | 97.91%-86.3pp |
| Employer contribution / active EE | $4,575 | $3,451+32.6% | $4,829-5.3% | $2,405+90.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $236 | $172+36.8% | $10,799-97.8% | $170+39.0% |