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 | $25,381 |
LPL FINANCIAL2 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $22,655 |
METRO BENEFITS, INC.4 years Service code 13 8150 PERRY HIGHWAY SUITE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $14,551 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $305 |
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 | $13,851 | $52,293-73.5% | $178,490-92.2% | $73,409-81.1% |
| Participation rate | 90.7% | 65.3%+25.3pp | 81.9%+8.7pp | 72.2%+18.5pp |
| Annual return | 3.10% | 34.75%-31.6pp | 151.07%-148.0pp | 59.29%-56.2pp |
| Employer contribution / active EE | $403 | $1,735-76.8% | $5,011-92.0% | $2,234-82.0% |
| Participant deferral / active EE | $1,512 | $2,332-35.2% | $5,202-70.9% | $3,805-60.3% |
| Admin fee / account holder | $131 | $127+2.9% | $13,984-99.1% | $158-17.0% |