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 & INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,551 |
PBMARES, LLP5+ years Service code 10 · EIN 54-0737372 | Accounting | $8,350 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $8,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,335 | $66,124-60.2% | $90,404-70.9% | $73,488-64.2% |
| Participation rate | 61.9% | 69.7%-7.8pp | 72.7%-10.8pp | 70.7%-8.8pp |
| Annual return | 4.91% | 17.65%-12.7pp | 1293.02%-1288.1pp | 28.51%-23.6pp |
| Employer contribution / active EE | $566 | $2,346-75.9% | $3,262-82.7% | $2,270-75.1% |
| Participant deferral / active EE | $1,574 | $3,039-48.2% | $3,963-60.3% | $3,740-57.9% |
| Admin fee / account holder | $417 | $396+5.1% | $5,611-92.6% | $513-18.8% |