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 Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,285 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $2,394 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $393 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,918 | $65,376-86.4% | $87,100-89.8% | $65,185-86.3% |
| Participation rate | 64.2% | 75.3%-11.2pp | 76.9%-12.7pp | 70.2%-6.0pp |
| Annual return | 22.27% | 31.27%-9.0pp | 28.19%-5.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $905 | $1,822-50.3% | $2,521-64.1% | $2,177-58.4% |
| Participant deferral / active EE | $1,389 | $3,388-59.0% | $4,049-65.7% | $3,514-60.5% |
| Admin fee / account holder | $96 | $520-81.5% | $7,497-98.7% | $847-88.6% |