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 |
|---|---|---|
Service code 13 8583 154TH AVE NE · REDMOND, WA 98052 | Contract Administrator | $41,098 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $26,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,644 | $55,449-80.8% | $83,848-87.3% | $56,287-81.1% |
| Participation rate | 88.6% | 68.0%+20.6pp | 76.1%+12.4pp | 69.9%+18.7pp |
| Annual return | -6.57% | -1.38%-5.2pp | 850.88%-857.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $3,726 | $2,430+53.3% | $3,631+2.6% | $2,111+76.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $106 | $656-83.9% | $5,478-98.1% | $521-79.7% |