See peer percentile detail. $4.99 for your first month.
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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 AND ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,483 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 55 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Other Commissions | $16,950 |
Filed as: FIRST PARTY ADMINISTRATOR Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $7,999 |
Service code 13 | Contract Administrator | $2,327 |
Filed as: EMPOWER RETIREMENT Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $705 |
MY BENEFITS, LLC2 years Filed as: MY BENEFITS LLC Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $566 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $453 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,183 | $31,424-83.5% | $81,478-93.6% | $69,631-92.6% |
| Participation rate | 77.9% | 50.8%+27.1pp | 68.0%+10.0pp | 70.7%+7.3pp |
| Annual return | 4.42% | 22.44%-18.0pp | 38.78%-34.4pp | 27571.02%-27566.6pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,379 | $1,838+29.4% | $3,537-32.7% | $3,224-26.2% |
| Admin fee / account holder | $66 | $103-35.4% | $4,561-98.5% | $110-40.0% |