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: COMMONWEALTH EQUITY SERVISES INC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $2,533 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $825 |
Filed as: UNIGLOBAL PENSION PLANNING, Service code 13 | Contract Administrator | $759 |
Service code 13 4114 LEGATO RD · FAIRFAX, VA 22033 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,981 | $36,767-64.7% | $81,478-84.1% | $62,292-79.2% |
| Participation rate | 28.1% | 54.4%-26.3pp | 68.0%-39.8pp | 69.5%-41.4pp |
| Annual return | 17.82% | 173.80%-156.0pp | 38.78%-21.0pp | 28.90%-11.1pp |
| Employer contribution / active EE | $451 | $1,128-60.0% | $2,568-82.4% | $2,042-77.9% |
| Participant deferral / active EE | $787 | $2,111-62.7% | $3,537-77.8% | $3,169-75.2% |
| Admin fee / account holder | $15 | $797-98.1% | $4,561-99.7% | $479-96.9% |