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 6-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 INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,904 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 55 1251 WATERFRONT PL SUITE 510 · PITTSBURGH, PA 152224228 | Other Commissions | $49,406 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $28,173 |
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 | $31,606 | $46,292-31.7% | $143,757-78.0% | $64,808-51.2% |
| Participation rate | 68.6% | 64.2%+4.4pp | 80.3%-11.7pp | 71.5%-2.8pp |
| Annual return | -15.46% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,286 | $1,910-32.7% | $4,951-74.0% | $2,506-48.7% |
| Participant deferral / active EE | $2,247 | $2,646-15.1% | $5,637-60.1% | $4,310-47.9% |
| Admin fee / account holder | $171 | $154+11.3% | $14,673-98.8% | $188-8.9% |