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: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,749 |
Service code 55 | Other Commissions | $6,288 |
Service code 13 328 E MARKET ST · GREENSBORO, NC 27401 | Contract Administrator | $5,346 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,011 | $44,873-44.3% | $79,464-68.5% | $56,287-55.6% |
| Participation rate | 39.6% | 68.7%-29.1pp | 73.3%-33.7pp | 69.9%-30.3pp |
| Annual return | -8.94% | 0.81%-9.7pp | 718.14%-727.1pp | -9.96%+1.0pp |
| Employer contribution / active EE | $849 | $2,140-60.3% | $2,800-69.7% | $2,111-59.8% |
| Participant deferral / active EE | $1,749 | $2,746-36.3% | $3,704-52.8% | $3,350-47.8% |
| Admin fee / account holder | $329 | $418-21.3% | $5,113-93.6% | $521-36.8% |