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 INS Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,710 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,055 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $7,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,438 | $79,428-35.2% | $106,548-51.7% | $79,386-35.2% |
| Participation rate | 43.7% | 74.1%-30.5pp | 76.1%-32.5pp | 70.7%-27.1pp |
| Annual return | 8.43% | 18.27%-9.8pp | 26.80%-18.4pp | 116.85%-108.4pp |
| Employer contribution / active EE | $391 | $2,234-82.5% | $2,819-86.1% | $2,427-83.9% |
| Participant deferral / active EE | $1,101 | $3,823-71.2% | $4,398-75.0% | $4,046-72.8% |
| Admin fee / account holder | $192 | $523-63.3% | $7,407-97.4% | $626-69.4% |