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 | $22,823 |
Filed as: M GROUP INVESTMENT ADVISOR LLC Service code 26 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Advisory (Participants) | $19,174 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,470 |
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 | $13,124 | $63,114-79.2% | $92,893-85.9% | $65,185-79.9% |
| Participation rate | 79.7% | 68.8%+11.0pp | 76.0%+3.7pp | 70.2%+9.5pp |
| Annual return | 18.09% | 28.75%-10.7pp | 109.41%-91.3pp | 29.38%-11.3pp |
| Employer contribution / active EE | $4,823 | $2,571+87.6% | $3,653+32.0% | $2,177+121.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $156 | $624-75.0% | $5,794-97.3% | $847-81.6% |