See peer percentile detail. $4.99 for your first month.
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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 | $22,050 |
Filed as: ACTUARIAL PENSION ANALYSTS INC Service code 13 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Contract Administrator | $15,489 |
DAVIE KAPLAN1 year Filed as: DAVIE KAPLAN, CPA, PC Service code 10 · EIN 16-1182991 | Accounting | $5,000 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,053 | $71,142-45.1% | $119,609-67.3% | $64,808-39.7% |
| Participation rate | 52.4% | 78.6%-26.2pp | 79.3%-26.8pp | 71.5%-19.0pp |
| Annual return | -13.88% | -10.01%-3.9pp | -14.97%+1.1pp | 32.82%-46.7pp |
| Employer contribution / active EE | $379 | $2,497-84.8% | $4,232-91.0% | $2,506-84.9% |
| Participant deferral / active EE | $2,538 | $4,490-43.5% | $5,602-54.7% | $4,310-41.1% |
| Admin fee / account holder | $170 | $162+4.7% | $10,323-98.4% | $188-9.6% |