See peer percentile detail. $4.99 for your first month.
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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 15 · EIN 84-0467907 | Recordkeeping | $8,068 |
Service code 13 · EIN 27-3853858 | Contract Administrator | $2,107 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $690 |
Filed as: LEGACY RETIREMENT SOLUTIONS Service code 13 · EIN 27-3853858 | Contract Administrator | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,049 | $50,199-6.3% | $70,092-32.9% | $66,914-29.7% |
| Participation rate | 57.0% | 66.3%-9.4pp | 70.5%-13.5pp | 69.8%-12.8pp |
| Annual return | -12.21% | -13.85%+1.6pp | 190.73%-202.9pp | 1.58%-13.8pp |
| Employer contribution / active EE | $3,411 | $1,864+83.0% | $2,559+33.3% | $2,544+34.1% |
| Participant deferral / active EE | $5,172 | $3,112+66.2% | $3,849+34.4% | $4,237+22.1% |
| Admin fee / account holder | $152 | $600-74.7% | $6,267-97.6% | $593-74.4% |