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 & ANNUITY INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $4,079 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 15 · EIN 54-0910269 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,489 | $65,435-54.9% | $86,677-66.0% | $66,914-55.9% |
| Participation rate | 97.7% | 75.5%+22.2pp | 76.6%+21.1pp | 69.8%+27.9pp |
| Annual return | 0.18% | -10.89%+11.1pp | 35.91%-35.7pp | 1.58%-1.4pp |
| Employer contribution / active EE | $3,314 | $2,153+53.9% | $2,836+16.8% | $2,544+30.3% |
| Participant deferral / active EE | $3,933 | $4,100-4.1% | $4,656-15.5% | $4,237-7.2% |
| Admin fee / account holder | $19 | $642-97.0% | $7,493-99.7% | $593-96.8% |