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 |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT2 years Filed as: FRONTIER WEALTH ENTERPRISES LLC Service code 27 4465 MAIN STREET, SUITE 650 · KANSAS CITY, MO 64111 | Advisory (Plan) | $30,834 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,636 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $7,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $31,287 | $93,182-66.4% | $146,665-78.7% | $79,386-60.6% |
| Participation rate | 67.2% | 76.4%-9.2pp | 80.1%-12.9pp | 70.7%-3.5pp |
| Annual return | 15.04% | 21.61%-6.6pp | 22.74%-7.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $968 | $2,420-60.0% | $4,136-76.6% | $2,427-60.1% |
| Participant deferral / active EE | $1,646 | $4,169-60.5% | $5,506-70.1% | $4,046-59.3% |
| Admin fee / account holder | $221 | $585-62.2% | $10,280-97.8% | $626-64.7% |