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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,858 |
PROGRESSIVE PENSION ADMIN., INC.7+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $10,331 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,643 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD., SUITE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $3,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,217 | $104,475+18.9% | $159,436-22.1% | $79,386+56.5% |
| Participation rate | 65.6% | 76.6%-11.0pp | 82.8%-17.2pp | 70.7%-5.1pp |
| Annual return | 15.41% | 67.95%-52.5pp | 263.57%-248.2pp | 116.85%-101.4pp |
| Employer contribution / active EE | $1,580 | $3,417-53.8% | $4,829-67.3% | $2,427-34.9% |
| Participant deferral / active EE | $5,300 | $6,467-18.0% | $7,352-27.9% | $4,046+31.0% |
| Admin fee / account holder | $383 | $711-46.1% | $10,799-96.5% | $626-38.9% |