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 | $36,698 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,698 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $835 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,601 | $42,990-54.4% | $61,048-67.9% | $67,579-71.0% |
| Participation rate | 92.5% | 72.4%+20.0pp | 79.3%+13.2pp | 71.3%+21.2pp |
| Annual return | 3.22% | 23.20%-20.0pp | 26.18%-23.0pp | 378.56%-375.3pp |
| Employer contribution / active EE | $1,198 | $1,969-39.2% | $3,716-67.8% | $2,148-44.2% |
| Participant deferral / active EE | $1,450 | $2,496-41.9% | $4,470-67.6% | $3,539-59.0% |
| Admin fee / account holder | $115 | $109+5.5% | $3,728-96.9% | $142-18.8% |