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 7-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 15 · EIN 84-0467907 | Recordkeeping | $8,164 |
Filed as: HERITAGE PENSION SERVICES INC. Service code 49 100 CROSSWAYS PARKE DRIVE · WOODBURY, NY 11797 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,134 | $102,553-78.4% | $151,611-85.4% | $66,914-66.9% |
| Participation rate | 41.4% | 85.5%-44.1pp | 87.5%-46.1pp | 69.8%-28.4pp |
| Annual return | -15.17% | -10.82%-4.3pp | 3.33%-18.5pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,913 | $4,180-54.2% | $6,166-69.0% | $2,544-24.8% |
| Participant deferral / active EE | $3,085 | $6,641-53.5% | $8,363-63.1% | $4,237-27.2% |
| Admin fee / account holder | $132 | $630-79.0% | $11,616-98.9% | $593-77.7% |