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 | $20,627 |
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 | $31,325 | $65,435-52.1% | $86,677-63.9% | $66,914-53.2% |
| Participation rate | 97.9% | 75.5%+22.5pp | 76.6%+21.4pp | 69.8%+28.1pp |
| Annual return | 8.31% | -10.89%+19.2pp | 35.91%-27.6pp | 1.58%+6.7pp |
| Employer contribution / active EE | $167 | $2,153-92.3% | $2,836-94.1% | $2,544-93.5% |
| Participant deferral / active EE | $1,915 | $4,100-53.3% | $4,656-58.9% | $4,237-54.8% |
| Admin fee / account holder | $86 | $642-86.7% | $7,493-98.9% | $593-85.6% |