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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,465 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $6,629 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,532 | $31,388-60.1% | $73,545-83.0% | $62,292-79.9% |
| Participation rate | 34.1% | 39.9%-5.8pp | 54.9%-20.9pp | 69.5%-35.4pp |
| Annual return | 17.26% | 25.34%-8.1pp | -15.16%+32.4pp | 28.90%-11.6pp |
| Employer contribution / active EE | $71 | $498-85.8% | $1,219-94.2% | $2,042-96.5% |
| Participant deferral / active EE | $524 | $1,028-49.0% | $1,806-71.0% | $3,169-83.5% |
| Admin fee / account holder | $229 | $299-23.4% | $2,320-90.1% | $479-52.2% |