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 15 · EIN 84-0467907 | Recordkeeping | $362,182 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 38-1357951 | Accounting | $31,147 |
DLA PIPER7+ years Service code 29 · EIN 52-0616490 | Legal | $27,190 |
Filed as: HAYS FIDUCIARY LIABILITY INSURANCE Service code 50 · EIN 83-2217196 | Direct Payment | $5,904 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,732 | $144,996-84.3% | $111,297-79.6% | $93,030-75.6% |
| Participation rate | 80.3% | 86.2%-5.9pp | 77.3%+3.0pp | 73.9%+6.4pp |
| Annual return | 15.65% | 18.26%-2.6pp | 54.65%-39.0pp | 158.70%-143.1pp |
| Employer contribution / active EE | $1,594 | $3,056-47.8% | $2,731-41.6% | $2,706-41.1% |
| Participant deferral / active EE | $1,206 | $5,587-78.4% | $4,487-73.1% | $4,562-73.6% |
| Admin fee / account holder | $64 | $103-38.3% | $7,964-99.2% | $152-57.9% |