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 |
|---|---|---|
Service code 13 2701 BICKFORD AVE · SNOHOMISH, WA 98290 | Contract Administrator | $21,695 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,636 |
Filed as: EMPOWER RETIREMNT ADVISORY SERVICE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $7,733 |
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 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 | $10,956 | $55,449-80.2% | $83,848-86.9% | $56,287-80.5% |
| Participation rate | 71.1% | 68.0%+3.1pp | 76.1%-5.0pp | 69.9%+1.3pp |
| Annual return | -7.54% | -1.38%-6.2pp | 850.88%-858.4pp | -9.96%+2.4pp |
| Employer contribution / active EE | $6,340 | $2,430+160.8% | $3,631+74.6% | $2,111+200.3% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $130 | $656-80.2% | $5,478-97.6% | $521-75.0% |