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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,016 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $12,026 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 10319 DAWSONS CREEK BLVD, STE A · FORT WAYNE, IN 46825 | Contract Administrator | $4,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $58,464 | $52,884+10.6% | $84,750-31.0% | $55,167+6.0% |
| Participation rate | 41.8% | 67.5%-25.8pp | 76.6%-34.8pp | 69.0%-27.2pp |
| Annual return | 9.36% | 18.03%-8.7pp | 22.78%-13.4pp | 169.23%-159.9pp |
| Employer contribution / active EE | $455 | $2,233-79.6% | $3,574-87.3% | $1,963-76.8% |
| Participant deferral / active EE | $1,685 | $2,644-36.3% | $3,712-54.6% | $3,054-44.8% |
| Admin fee / account holder | $230 | $581-60.4% | $5,332-95.7% | $504-54.4% |