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. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,709 |
SIKICH LLP1 year Service code 13 13400 BISHOPS LANE, SUITE 300 · BROOKFIELD, WI 53005 | Contract Administrator | $4,589 |
Service code 13 933 N. MAYFAIR ROAD · WAUWATOSA, WI 53226 | Contract Administrator | $3,430 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39 |
EVEREN SECURITIES INC2+ years Filed as: EVEREN SECURITIES, INC. Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,733 | $52,639-30.2% | $185,117-80.2% | $62,292-41.0% |
| Participation rate | 40.9% | 63.9%-23.0pp | 77.3%-36.4pp | 69.5%-28.7pp |
| Annual return | 14.41% | 19.57%-5.2pp | 40.50%-26.1pp | 28.90%-14.5pp |
| Employer contribution / active EE | $389 | $1,483-73.7% | $4,182-90.7% | $2,042-80.9% |
| Participant deferral / active EE | $1,288 | $3,097-58.4% | $5,045-74.5% | $3,169-59.4% |
| Admin fee / account holder | $334 | $374-10.7% | $8,159-95.9% | $479-30.4% |