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 5-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: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 8915 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,787 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 PO BOX 22052 · NEW YORK, NY 100872052 | Contract Administrator | $27,221 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,329 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,940 | $26,906+7.6% | $61,373-52.8% | $77,904-62.9% |
| Participation rate | 18.7% | 33.4%-14.8pp | 52.6%-33.9pp | 73.7%-55.0pp |
| Annual return | 21.03% | -14.46%+35.5pp | 338.61%-317.6pp | 12.21%+8.8pp |
| Employer contribution / active EE | $236 | $521-54.8% | $1,159-79.7% | $2,848-91.7% |
| Participant deferral / active EE | $850 | $1,180-28.0% | $2,125-60.0% | $4,806-82.3% |
| Admin fee / account holder | $284 | $117+142.6% | $2,130-86.7% | $133+114.1% |