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 |
|---|---|---|
RETIREMENT, LLC2 years Filed as: RETIREMENT LLC SERIES TWO Service code 13 13838 QUAIL POINTE DR. STE B · OKLAHOMA CITY, OK 73134 | Contract Administrator | $15,034 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,820 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,455 |
RETIREMENT, LLC2 years Filed as: RETIREMENT LLC- SERIES TWO Service code 13 | Contract Administrator | $3,333 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
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 | $45,264 | $80,005-43.4% | $140,016-67.7% | $55,725-18.8% |
| Participation rate | 77.1% | 87.0%-9.9pp | 87.5%-10.4pp | 70.9%+6.2pp |
| Annual return | -4.29% | 0.46%-4.7pp | 651.12%-655.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,823 | $3,403-46.4% | $5,606-67.5% | $2,078-12.3% |
| Participant deferral / active EE | $4,184 | $5,264-20.5% | $6,927-39.6% | $3,356+24.7% |
| Admin fee / account holder | $127 | $116+9.8% | $10,705-98.8% | $115+10.2% |