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 | $16,518 |
DA DAVIDSON & CO8+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $16,275 |
AMERIBEN8+ years Filed as: AMERIBEN IEC GROUP Service code 13 · EIN 82-0497661 3449 E COPPER POINT DR · MERIDIAN, ID 83642 | Contract Administrator | $5,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,258 | $50,199-25.8% | $70,092-46.8% | $66,914-44.3% |
| Participation rate | 43.8% | 66.3%-22.6pp | 70.5%-26.7pp | 69.8%-26.1pp |
| Annual return | -14.67% | -13.85%-0.8pp | 190.73%-205.4pp | 1.58%-16.3pp |
| Employer contribution / active EE | $940 | $1,864-49.6% | $2,559-63.3% | $2,544-63.1% |
| Participant deferral / active EE | $1,588 | $3,112-49.0% | $3,849-58.8% | $4,237-62.5% |
| Admin fee / account holder | $349 | $600-41.8% | $6,267-94.4% | $593-41.1% |