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 |
|---|---|---|
CADARET GRANT & CO INC1 year Service code 55 1 LINCOLN CTR 5TH FL · SYRACUSE, NY 13202 | Other Commissions | $12,935 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $9,275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,558 | $42,396-35.0% | $67,313-59.1% | $56,287-51.0% |
| Participation rate | 99.3% | 61.0%+38.3pp | 69.1%+30.2pp | 69.9%+29.4pp |
| Annual return | 5.87% | -36.63%+42.5pp | -4.08%+9.9pp | -9.96%+15.8pp |
| Employer contribution / active EE | $2,761 | $1,414+95.3% | $2,566+7.6% | $2,111+30.8% |
| Participant deferral / active EE | $2,146 | $2,360-9.1% | $3,568-39.9% | $3,350-35.9% |
| Admin fee / account holder | $59 | $510-88.5% | $4,507-98.7% | $521-88.7% |