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 | $90,244 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 PO BOX 22052 · NEW YORK, NY 100872052 | Contract Administrator | $58,355 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,826 |
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 | $33,373 | $35,197-5.2% | $53,898-38.1% | $102,872-67.6% |
| Participation rate | 16.0% | 29.6%-13.5pp | 55.0%-38.9pp | 73.0%-57.0pp |
| Annual return | 14.25% | 17.55%-3.3pp | 528.60%-514.4pp | 19.06%-4.8pp |
| Employer contribution / active EE | $169 | $713-76.2% | $932-81.8% | $3,526-95.2% |
| Participant deferral / active EE | $733 | $1,333-45.0% | $1,826-59.9% | $5,535-86.8% |
| Admin fee / account holder | $370 | $834-55.6% | $2,491-85.1% | $292+26.7% |