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: ONE DIGITAL INVESTMENTS Service code 27 PO BOX 73599 · DALLAS, TX 75373 | Advisory (Plan) | $145,624 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $133,274 |
MARQUIS PENSION, LLC7 years Service code 13 107 BENNETTS FARM RD. · RIDGEFIELD, CT 06877 | Contract Administrator | $13,922 |
JAMES A. REICHERT2 years Filed as: JAMES MOYNA Service code 10 872 S MILWAUKEE AVE · LIBERTYVILLE, IL 60048 | Accounting | $11,000 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 99 271 17TH STREET NW · ATLANTA, GA 30363 | Other Fees | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,198 | $67,679-65.7% | $155,509-85.1% | $99,062-76.6% |
| Participation rate | 51.6% | 67.2%-15.6pp | 78.2%-26.6pp | 71.6%-20.0pp |
| Annual return | 62.03% | 16.16%+45.9pp | 64.67%-2.6pp | 17.66%+44.4pp |
| Employer contribution / active EE | $323 | $2,268-85.8% | $4,672-93.1% | $3,262-90.1% |
| Participant deferral / active EE | $1,510 | $3,828-60.6% | $5,626-73.2% | $5,331-71.7% |
| Admin fee / account holder | $63 | $94-32.8% | $15,912-99.6% | $109-42.2% |