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. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,111 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 220 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Contract Administrator | $5,110 |
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 | $27,011 | $63,924-57.7% | $108,579-75.1% | $55,167-51.0% |
| Participation rate | 70.9% | 74.3%-3.4pp | 79.6%-8.7pp | 69.0%+1.9pp |
| Annual return | 7.73% | 15.31%-7.6pp | -51.70%+59.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $535 | $1,879-71.6% | $3,758-85.8% | $1,963-72.8% |
| Participant deferral / active EE | $1,583 | $3,067-48.4% | $4,311-63.3% | $3,054-48.2% |
| Admin fee / account holder | $94 | $618-84.8% | $7,645-98.8% | $504-81.4% |