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 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $51,379 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $34,373 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,682 | $78,275-85.1% | $109,143-89.3% | $86,799-86.5% |
| Participation rate | 96.6% | 73.8%+22.8pp | 75.9%+20.7pp | 72.3%+24.3pp |
| Annual return | 12.50% | 19.14%-6.6pp | 25.75%-13.2pp | 97.91%-85.4pp |
| Employer contribution / active EE | $890 | $3,105-71.3% | $3,722-76.1% | $2,405-63.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $110 | $198-44.8% | $6,752-98.4% | $170-35.4% |