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 64 · EIN 84-0467907 | Recordkeeping Fees | $9,776 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $7,775 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,843 | $26,549-29.0% | $61,373-69.3% | $66,914-71.8% |
| Participation rate | 54.8% | 38.1%+16.7pp | 52.6%+2.2pp | 69.8%-15.0pp |
| Annual return | -7.31% | -16.21%+8.9pp | 338.61%-345.9pp | 1.58%-8.9pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,469 | $1,338+9.8% | $2,125-30.9% | $4,237-65.3% |
| Admin fee / account holder | $131 | $409-67.8% | $2,130-93.8% | $593-77.9% |