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 | $19,745 |
LPL FINANCIAL5+ 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.
Annual investment return 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 | $28,298 | $91,190-69.0% | $178,490-84.1% | $79,858-64.6% |
| Participation rate | 49.0% | 69.2%-20.2pp | 81.9%-32.9pp | 69.6%-20.7pp |
| Annual return | 5.00% | 24.19%-19.2pp | 151.07%-146.1pp | 31.71%-26.7pp |
| Employer contribution / active EE | $507 | $3,256-84.4% | $5,011-89.9% | $2,471-79.5% |
| Participant deferral / active EE | $1,965 | $3,236-39.3% | $5,202-62.2% | $3,740-47.5% |
| Admin fee / account holder | $227 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |