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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,122 |
Filed as: SIGNATOR INVESTORS, INC. Service code 55 197 CLARENDON ST. · BOSTON, MA 02116 | Other Commissions | $4,052 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 | Other Commissions | $3,915 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 7350 CIRQUE DR. W, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $1,793 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $206 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,927 | $35,949-0.1% | $88,538-59.4% | $65,185-44.9% |
| Participation rate | 34.8% | 56.4%-21.6pp | 68.7%-33.9pp | 70.2%-35.4pp |
| Annual return | 10.77% | 47.52%-36.8pp | 43.64%-32.9pp | 29.38%-18.6pp |
| Employer contribution / active EE | $187 | $1,047-82.2% | $2,098-91.1% | $2,177-91.4% |
| Participant deferral / active EE | $982 | $1,870-47.5% | $2,914-66.3% | $3,514-72.1% |
| Admin fee / account holder | $181 | $496-63.5% | $4,310-95.8% | $847-78.6% |