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 | $15,199 |
HANCOCK WHITNEY BANK4 years Filed as: WHITNEY BANK Service code 99 2510 14TH ST · GULFPORT, MS 39501 | Other Fees | $12,592 |
SENTINEL PENSION LLC5 years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $7,392 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,622 | $61,156-22.1% | $185,823-74.4% | $79,386-40.0% |
| Participation rate | 35.0% | 66.6%-31.6pp | 81.7%-46.7pp | 70.7%-35.7pp |
| Annual return | 15.52% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $697 | $2,321-70.0% | $5,167-86.5% | $2,427-71.3% |
| Participant deferral / active EE | $1,384 | $2,789-50.4% | $5,568-75.1% | $4,046-65.8% |
| Admin fee / account holder | $428 | $710-39.7% | $16,237-97.4% | $626-31.6% |