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 | $8,702 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,068 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $980 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,460 | $86,286-75.1% | $111,297-80.7% | $85,850-75.0% |
| Participation rate | 87.0% | 73.3%+13.7pp | 77.3%+9.7pp | 69.3%+17.7pp |
| Annual return | 14.05% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,497 | $2,043-26.7% | $2,731-45.2% | $2,565-41.6% |
| Participant deferral / active EE | $1,948 | $3,641-46.5% | $4,487-56.6% | $3,952-50.7% |
| Admin fee / account holder | $98 | $8,188-98.8% | $7,964-98.8% | $6,260-98.4% |