See peer percentile detail. $4.99 for your first month.
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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 INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,740 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 55 1251 WATERFRONT PL SUITE 510 · PITTSBURGH, PA 152224228 | Other Commissions | $45,339 |
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $13,281 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES IN Service code 13 · EIN 25-1802421 4000 TOWN CENTER BLVD, SUITE 250 · CANONSBURG, PA 15317 | Contract Administrator | $10,796 |
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 | $30,963 | $56,485-45.2% | $185,823-83.3% | $86,799-64.3% |
| Participation rate | 68.1% | 65.5%+2.7pp | 81.7%-13.6pp | 72.3%-4.1pp |
| Annual return | 30.24% | 118.04%-87.8pp | 122.05%-91.8pp | 97.91%-67.7pp |
| Employer contribution / active EE | $1,160 | $1,843-37.1% | $5,167-77.6% | $2,405-51.8% |
| Participant deferral / active EE | $1,946 | $2,553-23.8% | $5,568-65.0% | $4,131-52.9% |
| Admin fee / account holder | $122 | $150-18.7% | $16,237-99.3% | $170-28.2% |