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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,870 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 P.O.BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $22,328 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 P.O.BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,885 | $88,515-24.4% | $162,163-58.8% | $67,579-1.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 19.52% | 27.04%-7.5pp | 115.59%-96.1pp | 378.56%-359.0pp |
| Employer contribution / active EE | $3,936 | $3,563+10.5% | $5,614-29.9% | $2,148+83.2% |
| Participant deferral / active EE | $3,974 | $5,724-30.6% | $7,298-45.5% | $3,539+12.3% |
| Admin fee / account holder | $184 | $124+49.1% | $10,843-98.3% | $142+29.6% |