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 | $4,904 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $786 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $473 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,429 | $72,492-78.7% | $87,100-82.3% | $72,985-78.9% |
| Participation rate | 85.1% | 72.8%+12.3pp | 76.9%+8.2pp | 69.5%+15.6pp |
| Annual return | 27.82% | 24.46%+3.4pp | 28.19%-0.4pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,663 | $1,894-12.2% | $2,521-34.0% | $2,440-31.8% |
| Participant deferral / active EE | $2,107 | $3,270-35.6% | $4,049-48.0% | $3,607-41.6% |
| Admin fee / account holder | $53 | $5,055-99.0% | $7,497-99.3% | $5,124-99.0% |