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 | $22,416 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SW PKWY, BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $20,358 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $4,118 |
Filed as: MUTUAL OF AMERICA INVESTMENT CORP. Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $206 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,497 | $65,061-43.9% | $143,757-74.6% | $66,914-45.5% |
| Participation rate | 31.0% | 65.2%-34.1pp | 80.3%-49.3pp | 69.8%-38.8pp |
| Annual return | -14.18% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $908 | $2,361-61.5% | $4,951-81.7% | $2,544-64.3% |
| Participant deferral / active EE | $1,949 | $2,919-33.2% | $5,637-65.4% | $4,237-54.0% |
| Admin fee / account holder | $202 | $502-59.7% | $14,673-98.6% | $593-65.9% |