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 9-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 Service code 64 · EIN 84-0467907 INSURANCE COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,153 |
WOODBURY FINANCIAL SERVICES2+ years Service code 55 | Other Commissions | $10,940 |
GOLDLEAF PARTNERS2+ years Service code 13 8009 34TH AVE S, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $2,736 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $194 |
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 5665 PLAZA DR, STE 350 · CYPRESS, CA 90630 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,397 | $80,753-78.5% | $136,294-87.2% | $62,292-72.1% |
| Participation rate | 90.8% | 73.5%+17.2pp | 81.9%+8.9pp | 69.5%+21.3pp |
| Annual return | 49.42% | 35.83%+13.6pp | 5155.94%-5106.5pp | 28.90%+20.5pp |
| Employer contribution / active EE | $2,631 | $2,884-8.8% | $4,695-44.0% | $2,042+28.8% |
| Participant deferral / active EE | $4,750 | $5,164-8.0% | $6,247-24.0% | $3,169+49.9% |
| Admin fee / account holder | $97 | $525-81.6% | $9,243-99.0% | $479-79.8% |