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 7-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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $68,859 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,668 |
ALGER4+ years Service code 52 · EIN 04-2451826 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4+ years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISERS, INC. Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,883 | $56,485-45.3% | $185,823-83.4% | $86,799-64.4% |
| Participation rate | 51.7% | 65.5%-13.8pp | 81.7%-30.0pp | 72.3%-20.6pp |
| Annual return | 15.36% | 118.04%-102.7pp | 122.05%-106.7pp | 97.91%-82.5pp |
| Employer contribution / active EE | $1,021 | $1,843-44.6% | $5,167-80.2% | $2,405-57.5% |
| Participant deferral / active EE | $2,305 | $2,553-9.7% | $5,568-58.6% | $4,131-44.2% |
| Admin fee / account holder | $350 | $150+133.9% | $16,237-97.8% | $170+106.4% |