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 |
|---|---|---|
Service code 53 · EIN 41-0973005 | Insurance Commissions | $2,297 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $2,101 |
AMERICAN FUNDS5 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
HARRIS5 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WILMINGTON TRUST1 year Service code 52 · EIN 38-4126290 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,638 | $93,182+6.9% | $146,665-32.1% | $79,386+25.5% |
| Participation rate | 77.8% | 76.4%+1.3pp | 80.1%-2.3pp | 70.7%+7.1pp |
| Annual return | 11.92% | 21.61%-9.7pp | 22.74%-10.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,292 | $2,420-46.6% | $4,136-68.8% | $2,427-46.8% |
| Participant deferral / active EE | $3,208 | $4,169-23.0% | $5,506-41.7% | $4,046-20.7% |
| Admin fee / account holder | $23 | $585-96.1% | $10,280-99.8% | $626-96.4% |