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 |
|---|---|---|
BATES & COMPANY, INC.1 year Filed as: BATES & COMPANY INC. Service code 13 · EIN 59-3465757 1201 S. ORLANDO AVE STE. 202 · WINTER PARK, FL 327890000 | Contract Administrator | $900 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 13 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $179 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST. PETERSBURG, FL 337160000 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,000 | $44,473-59.5% | $76,523-76.5% | $55,725-67.7% |
| Participation rate | 56.6% | 51.0%+5.6pp | 68.0%-11.4pp | 70.9%-14.2pp |
| Annual return | -6.99% | -2.01%-5.0pp | -0.27%-6.7pp | 244.93%-251.9pp |
| Employer contribution / active EE | $202 | $1,101-81.6% | $2,647-92.4% | $2,078-90.3% |
| Participant deferral / active EE | $1,744 | $1,988-12.3% | $3,835-54.5% | $3,356-48.0% |
| Admin fee / account holder | $65 | $134-51.3% | $4,848-98.7% | $115-43.3% |