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 | $12,874 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $9,426 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PLACE, STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $3,918 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $503 |
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 | $33,174 | $25,979+27.7% | $71,735-53.8% | $68,494-51.6% |
| Participation rate | 40.0% | 54.5%-14.5pp | 62.3%-22.3pp | 67.9%-27.9pp |
| Annual return | -9.31% | -15.10%+5.8pp | 9.14%-18.5pp | -7.84%-1.5pp |
| Employer contribution / active EE | $296 | $900-67.2% | $1,704-82.6% | $2,596-88.6% |
| Participant deferral / active EE | $1,702 | $1,522+11.8% | $2,658-35.9% | $4,027-57.7% |
| Admin fee / account holder | $274 | $2,022-86.4% | $3,974-93.1% | $5,403-94.9% |