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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,544 |
Filed as: UNITED PLANNERS FIN SVCS OF AMERICA Service code 11 7333 E DOULBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Actuarial | $33,822 |
QBI, LLC1+ years Service code 13 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $26,908 |
LESLEY DEBUQUE1+ years Filed as: LESLEY, THOMAS, SCHWARZ& POSTMA INC Service code 10 4685 MACARTHUR CT. STE 300 · NEWPORT BEACH, CA 92660 | Accounting | $16,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,241 |
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 | $27,568 | $36,978-25.4% | $155,790-82.3% | $59,188-53.4% |
| Participation rate | 41.2% | 62.7%-21.5pp | 76.1%-34.9pp | 69.4%-28.2pp |
| Annual return | 1.60% | 5.44%-3.8pp | 71.54%-69.9pp | 5.51%-3.9pp |
| Employer contribution / active EE | $319 | $1,222-73.9% | $3,836-91.7% | $2,098-84.8% |
| Participant deferral / active EE | $1,664 | $2,795-40.5% | $4,797-65.3% | $3,265-49.0% |
| Admin fee / account holder | $151 | $65+131.5% | $7,478-98.0% | $92+63.3% |