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 LIFE INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,992 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $14,426 |
ASCENSUS LLC3 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $5,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,849 | $63,442-73.4% | $68,791-75.5% | $66,914-74.8% |
| Participation rate | 77.7% | 60.0%+17.7pp | 69.0%+8.7pp | 69.8%+7.9pp |
| Annual return | -13.61% | -8.29%-5.3pp | -6.38%-7.2pp | 1.58%-15.2pp |
| Employer contribution / active EE | $686 | $1,775-61.3% | $2,655-74.1% | $2,544-73.0% |
| Participant deferral / active EE | $2,760 | $2,945-6.2% | $3,941-30.0% | $4,237-34.8% |
| Admin fee / account holder | $224 | $577-61.2% | $4,932-95.5% | $593-62.2% |