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 | $21,464 |
TRUOG-RYDING COMPANY, INC.5 years Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91105 | Contract Administrator | $20,754 |
Service code 55 141 W. GREEN ST. · PASADENA, CA 91105 | Other Commissions | $12,919 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,079 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,625 | $81,208-43.8% | $98,907-53.9% | $79,858-42.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.93% | 60.99%-49.1pp | 196.43%-184.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,036 | $1,960-47.1% | $2,689-61.5% | $2,471-58.1% |
| Participant deferral / active EE | $4,770 | $3,265+46.1% | $4,244+12.4% | $3,740+27.6% |
| Admin fee / account holder | $174 | $6,013-97.1% | $6,642-97.4% | $5,306-96.7% |