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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $12,639 |
ALLSPRING1 year Service code 52 · EIN 83-6834374 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE HARTFORD3 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,277 | $39,286-53.5% | $80,716-77.4% | $79,386-77.0% |
| Participation rate | 84.9% | 41.0%+43.9pp | 54.2%+30.7pp | 70.7%+14.2pp |
| Annual return | 7.24% | 98.95%-91.7pp | 87.28%-80.0pp | 116.85%-109.6pp |
| Employer contribution / active EE | $1 | $594-99.8% | $1,160-99.9% | $2,427-99.9% |
| Participant deferral / active EE | $1,333 | $1,264+5.5% | $2,146-37.9% | $4,046-67.1% |
| Admin fee / account holder | $135 | $647-79.1% | $3,380-96.0% | $626-78.4% |