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 | $21,875 |
Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $10,585 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,298 |
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 | $15,479 | $50,458-69.3% | $159,960-90.3% | $64,808-76.1% |
| Participation rate | 74.8% | 68.0%+6.8pp | 78.0%-3.1pp | 71.5%+3.3pp |
| Annual return | 7.98% | -13.42%+21.4pp | 408.60%-400.6pp | 32.82%-24.8pp |
| Employer contribution / active EE | $1,906 | $1,722+10.7% | $4,226-54.9% | $2,506-23.9% |
| Participant deferral / active EE | $4,205 | $4,004+5.0% | $6,182-32.0% | $4,310-2.4% |
| Admin fee / account holder | $121 | $706-82.8% | $8,698-98.6% | $188-35.4% |