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 · EIN 93-1225432 | Recordkeeping Fees | $10,697 |
CADARET GRANT & CO INC1+ years Filed as: CADARET GRANT AND CO., INC. Service code 55 | Other Commissions | $6,394 |
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT & CO., INC. Service code 55 1 LINCOLN CENTER, 5TH FLOOR · SYRACUSE, NY 13202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,250 | $61,616-34.7% | $105,722-61.9% | $55,167-27.0% |
| Participation rate | 50.8% | 72.9%-22.1pp | 78.9%-28.1pp | 69.0%-18.2pp |
| Annual return | 6.95% | 11.15%-4.2pp | 12.25%-5.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $490 | $3,043-83.9% | $4,079-88.0% | $1,963-75.0% |
| Participant deferral / active EE | $1,549 | $4,213-63.2% | $5,326-70.9% | $3,054-49.3% |
| Admin fee / account holder | $134 | $379-64.5% | $8,308-98.4% | $504-73.3% |