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 INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $73,465 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,155 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 444 W 47TH STREET · KANSAS CITY, MO 64112 | Advisory (Plan) | $6,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,561 | $50,199+66.5% | $70,092+19.2% | $66,914+24.9% |
| Participation rate | 62.6% | 66.3%-3.8pp | 70.5%-7.9pp | 69.8%-7.2pp |
| Annual return | -12.93% | -13.85%+0.9pp | 190.73%-203.7pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,064 | $1,864+10.8% | $2,559-19.3% | $2,544-18.9% |
| Participant deferral / active EE | $3,673 | $3,112+18.0% | $3,849-4.6% | $4,237-13.3% |
| Admin fee / account holder | $641 | $600+6.9% | $6,267-89.8% | $593+8.1% |