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 | $14,031 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 320 W 57TH STREET · NEW YORK, NY 10019 | Contract Administrator | $1,565 |
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 | $26,372 | $58,879-55.2% | $178,490-85.2% | $73,488-64.1% |
| Participation rate | 51.5% | 66.2%-14.8pp | 81.9%-30.5pp | 70.7%-19.2pp |
| Annual return | 0.45% | 24.86%-24.4pp | 151.07%-150.6pp | 28.51%-28.1pp |
| Employer contribution / active EE | $780 | $2,236-65.1% | $5,011-84.4% | $2,270-65.7% |
| Participant deferral / active EE | $1,039 | $2,567-59.5% | $5,202-80.0% | $3,740-72.2% |
| Admin fee / account holder | $113 | $400-71.8% | $13,984-99.2% | $513-78.0% |