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 · EIN 84-0467907 | Recordkeeping Fees | $30,987 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,649 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,717 | $102,553+2.1% | $151,611-30.9% | $66,914+56.5% |
| Participation rate | 41.6% | 85.5%-43.9pp | 87.5%-45.9pp | 69.8%-28.2pp |
| Annual return | -14.69% | -10.82%-3.9pp | 3.33%-18.0pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,798 | $4,180-57.0% | $6,166-70.8% | $2,544-29.3% |
| Participant deferral / active EE | $3,308 | $6,641-50.2% | $8,363-60.4% | $4,237-21.9% |
| Admin fee / account holder | $468 | $630-25.8% | $11,616-96.0% | $593-21.2% |