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: USB FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $40,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $18,497 |
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 | $39,759 | $105,581-62.3% | $70,449-43.6% | $90,288-56.0% |
| Participation rate | 91.2% | 77.5%+13.7pp | 75.1%+16.2pp | 73.4%+17.9pp |
| Annual return | 15.44% | 14.78%+0.7pp | 109.03%-93.6pp | 53.97%-38.5pp |
| Employer contribution / active EE | $1,074 | $3,304-67.5% | $2,737-60.7% | $2,524-57.4% |
| Participant deferral / active EE | $3,069 | $3,813-19.5% | $3,709-17.3% | $4,232-27.5% |
| Admin fee / account holder | $24 | $68-65.0% | $3,845-99.4% | $114-79.3% |