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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,797 |
LPL FINANCIAL1 year Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $16,303 |
METRO BENEFITS, INC.3 years Service code 13 8150 PERRY HIGHWAY SUITE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $12,075 |
PRIVATE ADVISOR GROUP LLC3 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 27 65 MADISON AVENUE · MORRISTOWN, NJ 07960 | Advisory (Plan) | $5,423 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $342 |
Annual investment return 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 | $13,083 | $62,928-79.2% | $172,739-92.4% | $67,579-80.6% |
| Participation rate | 94.6% | 64.5%+30.1pp | 82.6%+11.9pp | 71.3%+23.3pp |
| Annual return | 5.46% | 30.36%-24.9pp | 802.84%-797.4pp | 378.56%-373.1pp |
| Employer contribution / active EE | $423 | $1,636-74.1% | $5,143-91.8% | $2,148-80.3% |
| Participant deferral / active EE | $1,410 | $2,145-34.3% | $5,198-72.9% | $3,539-60.2% |
| Admin fee / account holder | $105 | $167-37.2% | $13,954-99.2% | $142-26.4% |