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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,054 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $802 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $170 |
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 | $116,700 | $46,297+152.1% | $71,671+62.8% | $62,292+87.3% |
| Participation rate | 31.1% | 60.6%-29.6pp | 68.7%-37.7pp | 69.5%-38.4pp |
| Annual return | 20.55% | 22.32%-1.8pp | 20.65%-0.1pp | 28.90%-8.3pp |
| Employer contribution / active EE | $666 | $1,412-52.8% | $2,460-72.9% | $2,042-67.4% |
| Participant deferral / active EE | $1,093 | $2,235-51.1% | $3,438-68.2% | $3,169-65.5% |
| Admin fee / account holder | $26 | $461-94.5% | $5,558-99.5% | $479-94.7% |