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 * ANUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,496 |
Service code 13 · EIN 11-2859146 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Contract Administrator | $51,772 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTING, TX 78730 | Other Fees | $15,096 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $598 |
Filed as: ROBIN S. WEINGAST Service code 13 · EIN 11-2859146 | Contract Administrator | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,378 | $67,512-46.1% | $185,823-80.4% | $93,030-60.9% |
| Participation rate | 21.0% | 67.1%-46.1pp | 81.7%-60.7pp | 73.9%-52.9pp |
| Annual return | 12.38% | 21.04%-8.7pp | 122.05%-109.7pp | 158.70%-146.3pp |
| Employer contribution / active EE | $106 | $1,783-94.1% | $5,167-98.0% | $2,706-96.1% |
| Participant deferral / active EE | $1,016 | $3,035-66.5% | $5,568-81.7% | $4,562-77.7% |
| Admin fee / account holder | $156 | $318-51.0% | $16,237-99.0% | $152+2.7% |