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 · EIN 84-0467907 | Recordkeeping Fees | $22,598 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $0 |
Filed as: VOYA FINANCIAL LIFE INSURANCE & ANN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,396 | $76,000-58.7% | $154,107-79.6% | $64,186-51.1% |
| Participation rate | 41.5% | 70.4%-28.9pp | 83.0%-41.5pp | 69.6%-28.1pp |
| Annual return | 6.22% | 30.32%-24.1pp | 735.12%-728.9pp | 7.63%-1.4pp |
| Employer contribution / active EE | $397 | $3,351-88.2% | $5,298-92.5% | $2,381-83.3% |
| Participant deferral / active EE | $1,729 | $3,175-45.6% | $5,081-66.0% | $3,470-50.2% |
| Admin fee / account holder | $272 | $5,596-95.1% | $13,411-98.0% | $4,888-94.4% |