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 52 · EIN 84-0467907 | Indirect Investment Fees | $26,299 |
AMERICAN CENTURY5 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,373 | $72,254-58.0% | $86,677-65.0% | $64,808-53.1% |
| Participation rate | 98.2% | 80.4%+17.8pp | 76.6%+21.6pp | 71.5%+26.7pp |
| Annual return | 7.39% | 392.42%-385.0pp | 35.91%-28.5pp | 32.82%-25.4pp |
| Employer contribution / active EE | $247 | $2,393-89.7% | $2,836-91.3% | $2,506-90.1% |
| Participant deferral / active EE | $1,251 | $4,658-73.1% | $4,656-73.1% | $4,310-71.0% |
| Admin fee / account holder | $47 | $174-72.7% | $7,493-99.4% | $188-74.7% |