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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,026 |
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.
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 | $22,137 | $40,522-45.4% | $84,611-73.8% | $67,579-67.2% |
| Participation rate | 64.8% | 51.1%+13.7pp | 68.2%-3.5pp | 71.3%-6.5pp |
| Annual return | 20.33% | 32.72%-12.4pp | 258.74%-238.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $244 | $1,146-78.7% | $2,652-90.8% | $2,148-88.6% |
| Participant deferral / active EE | $1,722 | $2,132-19.2% | $3,899-55.8% | $3,539-51.3% |
| Admin fee / account holder | $122 | $145-15.7% | $4,912-97.5% | $142-13.9% |