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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,787 |
Service code 13 11911 KINGSTON PIKE, SUITE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $32,152 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,170 |
Filed as: RAYMOND JAMES Service code 27 800 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,439 | $113,293-74.9% | $67,511-57.9% | $199,768-85.8% |
| Participation rate | 88.1% | 73.3%+14.8pp | 72.9%+15.2pp | 72.0%+16.1pp |
| Annual return | 19.88% | 15.88%+4.0pp | 3517.41%-3497.5pp | 34.26%-14.4pp |
| Employer contribution / active EE | $1,644 | $3,401-51.7% | $2,733-39.9% | $3,037-45.9% |
| Participant deferral / active EE | $4,537 | $4,159+9.1% | $4,000+13.4% | $5,090-10.9% |
| Admin fee / account holder | $111 | $103+8.2% | $3,999-97.2% | $269-58.8% |