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 |
|---|---|---|
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE Service code 19 | Securities Custodian | $270 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $140 |
Filed as: MESIROW Service code 49 · EIN 36-3429599 | Other Services | $30 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,404 | $61,156+2.0% | $185,823-66.4% | $79,386-21.4% |
| Participation rate | 51.4% | 66.6%-15.2pp | 81.7%-30.3pp | 70.7%-19.3pp |
| Annual return | 10.13% | 19.45%-9.3pp | 122.05%-111.9pp | 116.85%-106.7pp |
| Employer contribution / active EE | $1,321 | $2,321-43.1% | $5,167-74.4% | $2,427-45.6% |
| Participant deferral / active EE | $1,870 | $2,789-32.9% | $5,568-66.4% | $4,046-53.8% |
| Admin fee / account holder | $6 | $710-99.2% | $16,237-100.0% | $626-99.1% |