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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,186 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $9,978 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $2,086 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,554 | $63,442-26.6% | $68,791-32.3% | $66,914-30.4% |
| Participation rate | 49.7% | 60.0%-10.2pp | 69.0%-19.3pp | 69.8%-20.1pp |
| Annual return | -15.59% | -8.29%-7.3pp | -6.38%-9.2pp | 1.58%-17.2pp |
| Employer contribution / active EE | $883 | $1,775-50.3% | $2,655-66.7% | $2,544-65.3% |
| Participant deferral / active EE | $1,712 | $2,945-41.9% | $3,941-56.6% | $4,237-59.6% |
| Admin fee / account holder | $139 | $577-76.0% | $4,932-97.2% | $593-76.6% |