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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,206 |
HANCOCK WHITNEY BANK2 years Filed as: WHITNEY BANK Service code 99 2510 14TH ST · GULFPORT, MS 39501 | Other Fees | $7,904 |
SENTINEL PENSION LLC3 years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $5,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,656 | $52,953-45.9% | $172,739-83.4% | $65,185-56.0% |
| Participation rate | 39.9% | 66.2%-26.3pp | 82.6%-42.8pp | 70.2%-30.3pp |
| Annual return | 23.55% | 30.12%-6.6pp | 802.84%-779.3pp | 29.38%-5.8pp |
| Employer contribution / active EE | $728 | $2,190-66.8% | $5,143-85.8% | $2,177-66.6% |
| Participant deferral / active EE | $1,516 | $2,471-38.6% | $5,198-70.8% | $3,514-56.9% |
| Admin fee / account holder | $245 | $472-48.1% | $13,954-98.2% | $847-71.1% |