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 & ANNUUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,265 |
Filed as: SIGNATOR INVESTORS, INC. Service code 55 | Other Commissions | $23,129 |
RPAS, LTD.1 year Service code 13 6800 PARAGON PLACE · RICHMOND, VA 23230 | Contract Administrator | $16,340 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,302 |
Filed as: SIGNATOR INVESTORS INC. Service code 55 197 CLARENDON STREET · BOSTON, MA 02116 | 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.
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 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 | $27,847 | $71,666-61.1% | $117,854-76.4% | $69,631-60.0% |
| Participation rate | 44.5% | 77.5%-33.0pp | 79.7%-35.1pp | 70.7%-26.2pp |
| Annual return | 16.62% | 18.86%-2.2pp | 335.08%-318.5pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $430 | $1,889-77.2% | $3,786-88.6% | $2,032-78.8% |
| Participant deferral / active EE | $1,219 | $3,340-63.5% | $4,482-72.8% | $3,224-62.2% |
| Admin fee / account holder | $147 | $120+22.1% | $8,020-98.2% | $110+33.0% |