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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,636 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS, LLC Service code 55 200 N SEPULVEDA SUITE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $13,123 |
UNITED RETIREMENT INC2 years Service code 13 | Contract Administrator | $2,646 |
UNITED RETIREMENT INC2 years Filed as: UNITED RETIREMENT, INC Service code 13 4000 CRUMS MILL ROAD SUITE 102 · HARRISBURG, PA 17112 | Contract Administrator | $750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $215 |
Filed as: INVESTORS CAPITAL CORP Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,296 | $46,173-14.9% | $170,442-76.9% | $69,631-43.6% |
| Participation rate | 16.5% | 63.9%-47.4pp | 83.6%-67.1pp | 70.7%-54.2pp |
| Annual return | 15.12% | 21.62%-6.5pp | 205.93%-190.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $205 | $1,610-87.3% | $5,433-96.2% | $2,032-89.9% |
| Participant deferral / active EE | $410 | $2,080-80.3% | $4,939-91.7% | $3,224-87.3% |
| Admin fee / account holder | $355 | $116+206.5% | $13,880-97.4% | $110+221.9% |