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 |
|---|---|---|
BENEFIT INVESTMENT GROUP, INC.2+ years Filed as: BENEFIT INVESTMENT GROUP, INC Service code 13 | Contract Administrator | $10,040 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,563 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,031 |
BENEFIT INVESTMENT GROUP, INC.2+ years Service code 13 2222 W SPRINGCREEK PKWY · PLANO, TX 75023 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,266 | $63,905-49.5% | $74,183-56.5% | $57,658-44.0% |
| Participation rate | 94.9% | 79.8%+15.1pp | 76.6%+18.2pp | 70.2%+24.6pp |
| Annual return | 6.79% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $517 | $1,840-71.9% | $2,370-78.2% | $1,974-73.8% |
| Participant deferral / active EE | $2,107 | $3,448-38.9% | $3,550-40.6% | $3,061-31.2% |
| Admin fee / account holder | $30 | $91-66.9% | $5,586-99.5% | $95-68.1% |