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 CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,126 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN LLP Service code 10 2000 MARKET STREET SUITE 500 · PHILADELPHIA, PA 19103 | Accounting | $7,000 |
Filed as: EMPOWER ADVISORY Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,289 |
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 | $16,774 | $43,110-61.1% | $156,549-89.3% | $65,292-74.3% |
| Participation rate | 8.3% | 69.3%-61.0pp | 84.0%-75.7pp | 72.4%-64.1pp |
| Annual return | 7.82% | 11.24%-3.4pp | 32.23%-24.4pp | 11.84%-4.0pp |
| Employer contribution / active EE | $59 | $1,702-96.5% | $5,501-98.9% | $2,302-97.4% |
| Participant deferral / active EE | $215 | $2,520-91.5% | $4,871-95.6% | $3,579-94.0% |
| Admin fee / account holder | $50 | $47+5.7% | $13,027-99.6% | $57-13.0% |