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 6-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 15 · EIN 84-0467907 | Recordkeeping | $3,933 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR. · ST. LOUIS, MO 631464100 | Contract Administrator | $925 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $500 |
Filed as: WOODBURY FINANCIAL SVCS INC Service code 27 · EIN 41-0944586 P. O. BOX 780093 · PHILADELPHIA, PA 191780093 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,410 | $51,197-25.0% | $82,719-53.6% | $66,914-42.6% |
| Participation rate | 34.7% | 67.8%-33.1pp | 72.6%-37.9pp | 69.8%-35.1pp |
| Annual return | -12.59% | -9.64%-3.0pp | 701.18%-713.8pp | 1.58%-14.2pp |
| Employer contribution / active EE | $316 | $2,611-87.9% | $3,009-89.5% | $2,544-87.6% |
| Participant deferral / active EE | $1,019 | $3,458-70.5% | $4,395-76.8% | $4,237-76.0% |
| Admin fee / account holder | $215 | $416-48.2% | $5,329-96.0% | $593-63.7% |