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 INS CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,066 |
METRO BENEFITS, INC.3+ years Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $0 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
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 | $32,640 | $69,305-52.9% | $82,313-60.3% | $69,631-53.1% |
| Participation rate | 88.6% | 80.3%+8.3pp | 76.9%+11.7pp | 70.7%+17.9pp |
| Annual return | 16.08% | 21.47%-5.4pp | 25.88%-9.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,111 | $1,887-41.1% | $2,428-54.2% | $2,032-45.3% |
| Participant deferral / active EE | $1,978 | $3,568-44.6% | $3,706-46.6% | $3,224-38.6% |
| Admin fee / account holder | $104 | $97+6.9% | $5,608-98.1% | $110-5.9% |