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 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $19,057 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,923 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,995 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $4,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,310 | $26,549+97.0% | $61,373-14.8% | $66,914-21.8% |
| Participation rate | 47.8% | 38.1%+9.7pp | 52.6%-4.8pp | 69.8%-22.0pp |
| Annual return | -9.09% | -16.21%+7.1pp | 338.61%-347.7pp | 1.58%-10.7pp |
| Employer contribution / active EE | $864 | $651+32.6% | $1,159-25.5% | $2,544-66.0% |
| Participant deferral / active EE | $2,108 | $1,338+57.5% | $2,125-0.8% | $4,237-50.3% |
| Admin fee / account holder | $443 | $409+8.4% | $2,130-79.2% | $593-25.3% |