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 & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,952 |
WC ADMINISTRATORS, LLC1+ years Service code 13 433 SO. 400 EAST · SALT LAKE CITY, UT 84111 | Contract Administrator | $5,469 |
Filed as: LEAFHOUSE FINANCIAL SERVICES Service code 99 6011 WEST COURTYARD DR #405 · AUSTIN, TX 78730 | Other Fees | $767 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,391 | $42,772-57.0% | $87,507-79.0% | $55,167-66.7% |
| Participation rate | 43.8% | 66.5%-22.6pp | 73.8%-30.0pp | 69.0%-25.1pp |
| Annual return | 0.00% | 21.20%-21.2pp | 12.21%-12.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,268 | $1,277-0.7% | $2,550-50.3% | $1,963-35.4% |
| Participant deferral / active EE | $1,864 | $2,342-20.4% | $3,149-40.8% | $3,054-39.0% |
| Admin fee / account holder | $75 | $461-83.7% | $4,221-98.2% | $504-85.1% |