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 Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,161 |
Service code 13 · EIN 26-3465772 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $7,454 |
FPA FUNDS TRUST2 years Filed as: FPA WEALTH MANAGEMENT Service code 26 300 WILLOWBROOK LANE, STE 315 · WEST CHESTER, PA 19382 | Advisory (Participants) | $6,890 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,845 | $64,707-77.1% | $112,228-86.8% | $68,494-78.3% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -17.36% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $378 | $2,746-86.2% | $3,635-89.6% | $2,596-85.4% |
| Participant deferral / active EE | $2,230 | $3,565-37.4% | $4,728-52.8% | $4,027-44.6% |
| Admin fee / account holder | $259 | $5,232-95.1% | $6,410-96.0% | $5,403-95.2% |