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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,507 |
MMA SECURITIES LLC2 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $37,058 |
THE BENEFIT PRACTICE3+ years Service code 13 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Contract Administrator | $14,377 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Investment Management | $8,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,945 | $155,795-74.4% | $136,294-70.7% | $69,631-42.6% |
| Participation rate | 52.0% | 75.2%-23.2pp | 81.9%-29.9pp | 70.7%-18.7pp |
| Annual return | 21.39% | 232464.33%-232442.9pp | 5155.94%-5134.5pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $1,986 | $2,991-33.6% | $4,695-57.7% | $2,032-2.2% |
| Participant deferral / active EE | $3,380 | $5,394-37.3% | $6,247-45.9% | $3,224+4.9% |
| Admin fee / account holder | $136 | $128+5.7% | $9,243-98.5% | $110+22.8% |