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 | $47,538 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $2,518 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,245 | $55,725-65.5% | $54,726-64.8% | $55,725-65.5% |
| Participation rate | 68.0% | 70.9%-2.9pp | 79.1%-11.2pp | 70.9%-2.9pp |
| Annual return | 8.40% | 244.93%-236.5pp | -4.56%+13.0pp | 244.93%-236.5pp |
| Employer contribution / active EE | $901 | $2,078-56.6% | $3,449-73.9% | $2,078-56.6% |
| Participant deferral / active EE | $1,065 | $3,356-68.3% | $3,953-73.1% | $3,356-68.3% |
| Admin fee / account holder | $115 | $115-0.4% | $3,818-97.0% | $115-0.4% |