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 INS.CO. Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,683 |
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $8,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,374 | $64,871-43.9% | $129,110-71.8% | $66,914-45.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.3%+22.7pp | 69.8%+30.2pp |
| Annual return | -10.51% | -12.21%+1.7pp | -10.94%+0.4pp | 1.58%-12.1pp |
| Employer contribution / active EE | $3,118 | $3,741-16.7% | $5,052-38.3% | $2,544+22.6% |
| Participant deferral / active EE | $9,094 | $5,090+78.7% | $6,542+39.0% | $4,237+114.6% |
| Admin fee / account holder | $194 | $629-69.1% | $14,302-98.6% | $593-67.3% |