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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,517 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $5,842 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,414 | $53,901-51.0% | $134,143-80.3% | $73,488-64.1% |
| Participation rate | 65.8% | 62.8%+3.0pp | 72.2%-6.4pp | 70.7%-4.9pp |
| Annual return | 14.42% | 15.82%-1.4pp | 36.33%-21.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,084 | $1,458-25.7% | $3,704-70.7% | $2,270-52.2% |
| Participant deferral / active EE | $1,327 | $2,739-51.6% | $3,499-62.1% | $3,740-64.5% |
| Admin fee / account holder | $100 | $581-82.8% | $6,684-98.5% | $513-80.6% |