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 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,541 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 1300 S CLINTON ST IH-50 · FORT WAYNE, IN 46802 | Other Commissions | $18,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,540 | $54,541+60.5% | $78,778+11.1% | $70,131+24.8% |
| Participation rate | 45.9% | 60.8%-14.9pp | 69.2%-23.3pp | 69.5%-23.6pp |
| Annual return | 13.95% | 21.07%-7.1pp | 35.62%-21.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $949 | $1,089-12.8% | $1,986-52.2% | $2,342-59.5% |
| Participant deferral / active EE | $2,842 | $2,210+28.6% | $2,958-3.9% | $3,332-14.7% |
| Admin fee / account holder | $276 | $3,709-92.6% | $5,134-94.6% | $4,645-94.1% |