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 INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,180 |
COMERICA BANK3+ years Filed as: COMERICA SECURITIES Service code 55 411 W LAFAYETTE MC 3139 · DETROIT, MI 48226 | Other Commissions | $7,949 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $591 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,373 | $64,909-22.4% | $82,313-38.8% | $62,292-19.1% |
| Participation rate | 70.8% | 74.9%-4.0pp | 76.9%-6.1pp | 69.5%+1.3pp |
| Annual return | 15.94% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,535 | $3,103-50.5% | $3,706-58.6% | $3,169-51.6% |
| Admin fee / account holder | $94 | $440-78.6% | $5,608-98.3% | $479-80.4% |