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 | $20,013 |
Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $2,757 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,115 |
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 | $64,327 | $58,083+10.7% | $80,019-19.6% | $56,287+14.3% |
| Participation rate | 60.6% | 73.6%-13.0pp | 75.8%-15.2pp | 69.9%-9.2pp |
| Annual return | -3.10% | 34.61%-37.7pp | 11.22%-14.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $713 | $1,932-63.1% | $2,468-71.1% | $2,111-66.2% |
| Participant deferral / active EE | $1,863 | $3,135-40.6% | $3,686-49.5% | $3,350-44.4% |
| Admin fee / account holder | $88 | $623-85.8% | $6,521-98.6% | $521-83.1% |