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 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $135,828 |
Service code 49 · EIN 04-6374631 | Other Services | $41,071 |
ALPHA PENSION GROUP, INC.4+ years Service code 27 396 COMMONWEALTH AVE UNIT D · BOSTON, MA 02215 | Advisory (Plan) | $30,000 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $20,000 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
Service code 10 TWO INTERNATIONAL DRIVE · PORTSMOUTH, NH 03801 | Accounting | $8,210 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,631 | $46,423+15.5% | $75,886-29.3% | $67,579-20.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 4.60% | 32.29%-27.7pp | 30.76%-26.2pp | 378.56%-374.0pp |
| Employer contribution / active EE | $4,670 | $1,406+232.1% | $2,500+86.8% | $2,148+117.4% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $119 | $132-9.6% | $5,418-97.8% | $142-16.3% |