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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES Service code 55 2001 SIXTH AVE STE 2801 · SEATTLE, WA 28121 | Other Commissions | $10,838 |
EMPLOYEE BENEFIT RESOURCES, INC.1+ years Service code 15 · EIN 45-3983343 828 GREAT NORTHERN BLVD, 3RD FL · HELENA, MT 596241193 | Recordkeeping | $2,247 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,375 | $47,969-1.2% | $85,969-44.9% | $52,331-9.5% |
| Participation rate | 40.2% | 61.7%-21.6pp | 76.5%-36.4pp | 68.1%-28.0pp |
| Annual return | -0.55% | -0.13%-0.4pp | 9.32%-9.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $353 | $1,460-75.8% | $3,474-89.8% | $1,882-81.2% |
| Participant deferral / active EE | $1,130 | $2,110-46.5% | $3,829-70.5% | $3,022-62.6% |
| Admin fee / account holder | $74 | $530-86.1% | $6,053-98.8% | $592-87.6% |