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 & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,661 |
AMERITAS LIFE INSURANCE CORP6+ years Filed as: AMERITAS INVESTMENT CORP. Service code 55 | Other Commissions | $8,885 |
ATTEBERRY/SEARLE, INC.5 years Service code 13 · EIN 68-0082549 1010 HURLEY WAY, SUITE 205 · SACRAMENTO, CA 95825 | Contract Administrator | $3,366 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $179 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 55 5900 O STREET · LINCOLN, NE 68510 | Other Commissions | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,370 | $56,152-69.1% | $185,823-90.7% | $73,409-76.3% |
| Participation rate | 47.2% | 67.6%-20.4pp | 78.0%-30.9pp | 72.2%-25.0pp |
| Annual return | 17.54% | 17.59%0pp | 35.95%-18.4pp | 59.29%-41.8pp |
| Employer contribution / active EE | $83 | $1,532-94.6% | $4,087-98.0% | $2,234-96.3% |
| Participant deferral / active EE | $856 | $3,659-76.6% | $5,632-84.8% | $3,805-77.5% |
| Admin fee / account holder | $80 | $132-39.4% | $9,500-99.2% | $158-49.3% |