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 9-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 Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,932 |
Service code 27 4340 REDWOOD HWY STE 860 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,392 |
RETIREMENT PLANNING SERVICES, INC.3 years Service code 12 PO BOX 3789 · LITTLETON, CO 80161 | Contract Administrator; Claims proces... | $14,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,990 | $56,485-25.7% | $185,823-77.4% | $86,799-51.6% |
| Participation rate | 32.2% | 65.5%-33.3pp | 81.7%-49.5pp | 72.3%-40.1pp |
| Annual return | 12.82% | 118.04%-105.2pp | 122.05%-109.2pp | 97.91%-85.1pp |
| Employer contribution / active EE | $382 | $1,843-79.3% | $5,167-92.6% | $2,405-84.1% |
| Participant deferral / active EE | $1,668 | $2,553-34.7% | $5,568-70.0% | $4,131-59.6% |
| Admin fee / account holder | $280 | $150+87.0% | $16,237-98.3% | $170+64.9% |