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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,243 |
COE ADMINISTRATORS, LLC3+ years Service code 13 2450 WITZEL AVENUE · OSHKOSH, WI 54904 | Contract Administrator | $1,350 |
HORNOR TOWNSEND & KENT INC3+ years Service code 55 600 DRESHER RD #CIC · HORSHAM, PA 19044 | Other Commissions | $0 |
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 | $29,613 | $55,453-46.6% | $170,442-82.6% | $62,292-52.5% |
| Participation rate | 90.0% | 66.4%+23.6pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 14.79% | 21.38%-6.6pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,384 | $2,164-36.0% | $5,433-74.5% | $2,042-32.2% |
| Participant deferral / active EE | $1,264 | $2,303-45.1% | $4,939-74.4% | $3,169-60.1% |
| Admin fee / account holder | $116 | $455-74.5% | $13,880-99.2% | $479-75.8% |