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 | $41,416 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 PO BOX 22052 · NEW YORK, NY 100872052 | Contract Administrator | $34,527 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,921 | $30,147+9.2% | $58,482-43.7% | $80,160-58.9% |
| Participation rate | 16.8% | 34.4%-17.6pp | 50.9%-34.0pp | 72.9%-56.1pp |
| Annual return | 16.71% | 21.97%-5.3pp | 4239.32%-4222.6pp | 40.38%-23.7pp |
| Employer contribution / active EE | $182 | $528-65.6% | $1,053-82.8% | $2,978-93.9% |
| Participant deferral / active EE | $748 | $1,249-40.1% | $1,924-61.1% | $5,017-85.1% |
| Admin fee / account holder | $251 | $195+29.1% | $2,516-90.0% | $145+73.3% |