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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $57,426 |
Filed as: PENSIONMARK SECURITIES LLC Service code 53 | Insurance Commissions | $24,432 |
Filed as: PENSIONMARK SECURITIES, LLC. Service code 53 · EIN 81-2334025 24 E COTA ST. · SANTA BARBARA, CA 93101 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,223 | $86,655+119.5% | $119,609+59.0% | $66,914+184.3% |
| Participation rate | 90.6% | 75.6%+15.1pp | 79.3%+11.4pp | 69.8%+20.8pp |
| Annual return | -18.73% | -8.00%-10.7pp | -14.97%-3.8pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,213 | $2,536-12.7% | $4,232-47.7% | $2,544-13.0% |
| Participant deferral / active EE | $6,350 | $4,358+45.7% | $5,602+13.3% | $4,237+49.9% |
| Admin fee / account holder | $390 | $755-48.3% | $10,323-96.2% | $593-34.3% |