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 LIVE & ANNUITY INS.CO Service code 15 · EIN 84-0467907 | Recordkeeping | $379 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $280 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: MML INSURANCE AGENCY LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,728 | $79,694+13.8% | $96,139-5.6% | $79,386+14.3% |
| Participation rate | 57.7% | 54.0%+3.7pp | 68.4%-10.8pp | 70.7%-13.0pp |
| Annual return | 16.55% | 40.84%-24.3pp | 191.94%-175.4pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,421 | $1,443-1.5% | $2,797-49.2% | $2,427-41.5% |
| Participant deferral / active EE | $3,896 | $2,539+53.5% | $4,349-10.4% | $4,046-3.7% |
| Admin fee / account holder | $8 | $630-98.7% | $5,537-99.9% | $626-98.7% |