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 |
|---|---|---|
ASCENSUS LLC1 year Service code 13 · EIN 82-3719843 | Contract Administrator | $1,335 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $267 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 84-0467907 | Contract Administrator | $163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,787 | $37,393-63.1% | $77,024-82.1% | $66,914-79.4% |
| Participation rate | 24.8% | 52.9%-28.1pp | 67.9%-43.1pp | 69.8%-45.0pp |
| Annual return | -13.19% | -3.29%-9.9pp | 42.32%-55.5pp | 1.58%-14.8pp |
| Employer contribution / active EE | $505 | $1,531-67.0% | $2,812-82.0% | $2,544-80.2% |
| Participant deferral / active EE | $1,187 | $2,617-54.7% | $4,426-73.2% | $4,237-72.0% |
| Admin fee / account holder | $29 | $567-94.8% | $5,425-99.5% | $593-95.1% |