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 | $23,712 |
LPL FINANCIAL4+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $29,032 | $282,106-89.7% | $172,739-83.2% | - |
| Participation rate | 47.5% | 64.8%-17.4pp | 82.6%-35.2pp | - |
| Annual return | 5.18% | 12.00%-6.8pp | 802.84%-797.7pp | - |
| Employer contribution / active EE | $374 | $1,776-78.9% | $5,143-92.7% | - |
| Participant deferral / active EE | $1,449 | $2,424-40.2% | $5,198-72.1% | - |
| Admin fee / account holder | $260 | $24,081-98.9% | $13,954-98.1% | - |