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 | Recordkeeping Fees | $84,799 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $43,006 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,176 |
Service code 99 555 W ALGONGUIN ROAD · ARLINGTON HTS, IL 60005 | Other Fees | $9,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,048 | $65,435+109.4% | $86,677+58.1% | $66,914+104.8% |
| Participation rate | 62.7% | 75.5%-12.8pp | 76.6%-13.9pp | 69.8%-7.1pp |
| Annual return | -14.50% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,365 | $2,153+9.8% | $2,836-16.6% | $2,544-7.1% |
| Participant deferral / active EE | $6,545 | $4,100+59.6% | $4,656+40.6% | $4,237+54.5% |
| Admin fee / account holder | $575 | $642-10.4% | $7,493-92.3% | $593-3.1% |