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 |
|---|---|---|
Service code 55 · EIN 27-1746834 | Other Commissions | $40,710 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $7,530 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $270 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $30,572 | $36,939-17.2% | $80,716-62.1% | $93,030-67.1% |
| Participation rate | 17.6% | 32.6%-15.0pp | 54.2%-36.6pp | 73.9%-56.3pp |
| Annual return | 13.11% | 17.55%-4.4pp | 87.28%-74.2pp | 158.70%-145.6pp |
| Employer contribution / active EE | $202 | $455-55.6% | $1,160-82.6% | $2,706-92.5% |
| Participant deferral / active EE | $363 | $1,044-65.2% | $2,146-83.1% | $4,562-92.0% |
| Admin fee / account holder | $83 | $162-48.4% | $3,380-97.5% | $152-45.1% |