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 | $103,578 |
UNITED 401(K) PLANS, INC.2 years Service code 13 684 E VINE STREET SUITE 4A · MURRAY, UT 84107 | Contract Administrator | $71,602 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,453 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,837 | $82,783-94.2% | $133,956-96.4% | $90,288-94.6% |
| Participation rate | 86.9% | 81.3%+5.6pp | 79.8%+7.1pp | 73.4%+13.5pp |
| Annual return | 17.73% | 21.89%-4.2pp | 45.09%-27.4pp | 53.97%-36.2pp |
| Employer contribution / active EE | $312 | $2,388-86.9% | $3,919-92.0% | $2,524-87.6% |
| Participant deferral / active EE | $860 | $4,291-80.0% | $5,048-83.0% | $4,232-79.7% |
| Admin fee / account holder | $36 | $93-61.3% | $8,927-99.6% | $114-68.5% |