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 INS Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,770 |
DA DAVIDSON & CO5+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $13,677 |
AMERIBEN5+ years Filed as: AMERIBEN IEC GROUP Service code 13 · EIN 82-0497661 3449 E COPPER POINT DR · MERIDIAN, ID 83642 | Contract Administrator | $3,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,195 | $50,666-32.5% | $76,817-55.5% | $65,185-47.5% |
| Participation rate | 52.6% | 68.8%-16.2pp | 72.1%-19.4pp | 70.2%-17.6pp |
| Annual return | 22.94% | 28.51%-5.6pp | 1166.11%-1143.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $1,031 | $1,575-34.5% | $2,302-55.2% | $2,177-52.6% |
| Participant deferral / active EE | $1,594 | $2,647-39.8% | $3,336-52.2% | $3,514-54.6% |
| Admin fee / account holder | $172 | $463-62.8% | $6,420-97.3% | $847-79.7% |