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 | $55,627 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 55 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Other Commissions | $22,311 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $11,129 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,904 |
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 | $94,281 | $70,879+33.0% | $189,557-50.3% | $79,386+18.8% |
| Participation rate | 40.5% | 68.0%-27.4pp | 78.4%-37.9pp | 70.7%-30.2pp |
| Annual return | 16.92% | 20.70%-3.8pp | 64.17%-47.2pp | 116.85%-99.9pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,947 | $4,081-52.3% | $6,174-68.5% | $4,046-51.9% |
| Admin fee / account holder | $522 | $647-19.3% | $9,807-94.7% | $626-16.6% |