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 | $17,598 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SW PKWY, BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $16,855 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $3,409 |
Filed as: MUTUAL OF AMERICA INVESTMENT CORP. Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $211 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 PO BOX 22052 · NEW YORK, NY 100872052 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,785 | $61,156-54.6% | $185,823-85.0% | $79,386-65.0% |
| Participation rate | 55.6% | 66.6%-11.1pp | 81.7%-26.1pp | 70.7%-15.1pp |
| Annual return | 30.10% | 19.45%+10.6pp | 122.05%-92.0pp | 116.85%-86.8pp |
| Employer contribution / active EE | $882 | $2,321-62.0% | $5,167-82.9% | $2,427-63.7% |
| Participant deferral / active EE | $1,230 | $2,789-55.9% | $5,568-77.9% | $4,046-69.6% |
| Admin fee / account holder | $113 | $710-84.0% | $16,237-99.3% | $626-81.9% |