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 INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $18,037 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 10 · EIN 13-5674085 | Accounting | $10,733 |
Filed as: AZALEA ADMINISTRATION, LLC Service code 15 · EIN 27-0711617 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,271 | $219,709-86.2% | $109,143-72.3% | - |
| Participation rate | 77.8% | 61.5%+16.3pp | 75.9%+1.9pp | - |
| Annual return | 13.51% | 14.84%-1.3pp | 25.75%-12.2pp | - |
| Employer contribution / active EE | $1,976 | $2,247-12.1% | $3,722-46.9% | - |
| Participant deferral / active EE | $3,769 | $3,260+15.6% | $4,653-19.0% | - |
| Admin fee / account holder | $155 | $13,236-98.8% | $6,752-97.7% | - |