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 | $13,109 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 320 W 57TH STREET · NEW YORK, NY 10019 | Contract Administrator | $1,740 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $0 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SW PKWY, BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,098 | $52,953-48.8% | $172,739-84.3% | $65,185-58.4% |
| Participation rate | 32.3% | 66.2%-33.9pp | 82.6%-50.4pp | 70.2%-37.9pp |
| Annual return | 3.34% | 30.12%-26.8pp | 802.84%-799.5pp | 29.38%-26.0pp |
| Employer contribution / active EE | $810 | $2,190-63.0% | $5,143-84.3% | $2,177-62.8% |
| Participant deferral / active EE | $1,001 | $2,471-59.5% | $5,198-80.7% | $3,514-71.5% |
| Admin fee / account holder | $115 | $472-75.7% | $13,954-99.2% | $847-86.5% |