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 |
|---|---|---|
DA DAVIDSON & CO7+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $16,581 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,903 |
AMERIBEN7+ years Filed as: AMERIBEN IEC GROUP Service code 13 · EIN 82-0497661 3449 E COPPER POINT DR · MERIDIAN, ID 83642 | Contract Administrator | $4,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,323 | $59,584-29.0% | $86,874-51.3% | $79,386-46.7% |
| Participation rate | 45.7% | 67.7%-22.0pp | 71.6%-26.0pp | 70.7%-25.0pp |
| Annual return | 13.53% | 23.15%-9.6pp | 63.52%-50.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $999 | $1,768-43.5% | $2,495-60.0% | $2,427-58.8% |
| Participant deferral / active EE | $1,607 | $3,036-47.1% | $3,699-56.6% | $4,046-60.3% |
| Admin fee / account holder | $229 | $604-62.1% | $5,828-96.1% | $626-63.5% |