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 | $44,154 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,987 |
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 | $11,690 | $91,517-87.2% | $101,248-88.5% | $73,409-84.1% |
| Participation rate | 95.6% | 73.8%+21.8pp | 75.8%+19.8pp | 72.2%+23.4pp |
| Annual return | 10.60% | 17.17%-6.6pp | 46.47%-35.9pp | 59.29%-48.7pp |
| Employer contribution / active EE | $743 | $2,877-74.2% | $3,660-79.7% | $2,234-66.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $98 | $216-54.4% | $5,945-98.3% | $158-37.7% |