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 | $16,095 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 | Other Commissions | $12,598 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SW PARKWAY · AUSTIN, TX 78735 | Other Commissions | $0 |
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.
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 | $31,848 | $35,485-10.2% | $74,550-57.3% | $55,725-42.8% |
| Participation rate | 37.7% | 62.5%-24.9pp | 69.1%-31.5pp | 70.9%-33.2pp |
| Annual return | -4.53% | 0.72%-5.3pp | 32.53%-37.1pp | 244.93%-249.5pp |
| Employer contribution / active EE | $345 | $777-55.6% | $1,961-82.4% | $2,078-83.4% |
| Participant deferral / active EE | $652 | $2,181-70.1% | $3,108-79.0% | $3,356-80.6% |
| Admin fee / account holder | $152 | $114+32.6% | $5,060-97.0% | $115+31.6% |