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 INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,411 |
HORNOR TOWNSEND & KENT INC2+ years Service code 55 600 DRESHER RD # C1C · HORSHAM, PA 19044 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $6,783 | $37,213-81.8% | $156,549-95.7% | $63,975-89.4% |
| Participation rate | 13.1% | 65.0%-51.8pp | 84.0%-70.9pp | 71.1%-58.0pp |
| Annual return | 64.64% | 47.89%+16.7pp | 32.23%+32.4pp | 48.65%+16.0pp |
| Employer contribution / active EE | $125 | $1,357-90.8% | $5,501-97.7% | $2,182-94.3% |
| Participant deferral / active EE | $602 | $2,070-70.9% | $4,871-87.6% | $3,356-82.1% |
| Admin fee / account holder | $60 | $56+6.7% | $13,027-99.5% | $70-14.7% |