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 9-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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,585 |
Filed as: JP MORGAN Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $7,027 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,709 | $70,879-79.2% | $189,557-92.2% | $79,386-81.5% |
| Participation rate | 68.8% | 68.0%+0.8pp | 78.4%-9.7pp | 70.7%-1.9pp |
| Annual return | 19.37% | 20.70%-1.3pp | 64.17%-44.8pp | 116.85%-97.5pp |
| Employer contribution / active EE | $1,371 | $1,806-24.1% | $4,412-68.9% | $2,427-43.5% |
| Participant deferral / active EE | $3,882 | $4,081-4.9% | $6,174-37.1% | $4,046-4.0% |
| Admin fee / account holder | $102 | $647-84.2% | $9,807-99.0% | $626-83.7% |