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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $4,083 |
RELIANCE TRUST COMPANY7+ years Service code 25 · EIN 58-1428034 | Directed Trustee | $325 |
Service code 49 · EIN 36-3429599 | Other Services | $30 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $173,831 | $137,414+26.5% | $189,513-8.3% | $85,850+102.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.63% | 38.14%-25.5pp | 555.15%-542.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $5,733 | $4,344+32.0% | $6,162-7.0% | $2,565+123.5% |
| Participant deferral / active EE | $5,471 | $6,260-12.6% | $8,221-33.5% | $3,952+38.4% |
| Admin fee / account holder | $77 | $8,630-99.1% | $12,045-99.4% | $6,260-98.8% |