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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,008 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES INC Service code 13 | Contract Administrator | $15,097 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,635 |
PENSION ASSURANCE LLP9+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $10,525 |
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $4,513 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,087 | $58,264-51.8% | $86,612-67.6% | $71,457-60.7% |
| Participation rate | 85.2% | 65.0%+20.2pp | 71.7%+13.5pp | 67.9%+17.3pp |
| Annual return | 14.62% | 21.63%-7.0pp | 591.07%-576.5pp | 28.85%-14.2pp |
| Employer contribution / active EE | $3,522 | $2,574+36.8% | $3,022+16.5% | $2,588+36.1% |
| Participant deferral / active EE | $747 | $3,436-78.3% | $4,438-83.2% | $4,289-82.6% |
| Admin fee / account holder | $206 | $1,057-80.5% | $5,614-96.3% | $1,587-87.0% |