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 8-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 | $12,974 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Contract Administrator | $6,487 |
Service code 27 4340 REDWOOD HWY STE B69 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,634 |
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 | $16,774 | $58,879-71.5% | $178,490-90.6% | $73,488-77.2% |
| Participation rate | 90.8% | 66.2%+24.5pp | 81.9%+8.8pp | 70.7%+20.1pp |
| Annual return | 14.23% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,689 | $2,236+20.3% | $5,011-46.3% | $2,270+18.5% |
| Participant deferral / active EE | $1,273 | $2,567-50.4% | $5,202-75.5% | $3,740-66.0% |
| Admin fee / account holder | $165 | $400-58.9% | $13,984-98.8% | $513-67.9% |