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 AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,785 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 55 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Other Commissions | $15,362 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $8,105 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $779 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,876 | $56,972+3.3% | $182,532-67.7% | $65,185-9.7% |
| Participation rate | 34.9% | 66.5%-31.6pp | 78.0%-43.1pp | 70.2%-35.3pp |
| Annual return | 21.88% | 27.67%-5.8pp | 148.54%-126.7pp | 29.38%-7.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,286 | $3,526-63.5% | $5,524-76.7% | $3,514-63.4% |
| Admin fee / account holder | $361 | $528-31.7% | $8,592-95.8% | $847-57.4% |