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 INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,517 |
PREISZ ASSOCIATES1 year Filed as: PREISZ FINANCIAL Service code 28 4525 SW CONDOR AVE · PORTLAND, OR 97239 | Investment Management | $10,693 |
PENSION ASSURANCE LLP4 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,290 | $54,573-26.2% | $90,951-55.7% | $73,488-45.2% |
| Participation rate | 36.9% | 61.2%-24.3pp | 69.0%-32.1pp | 70.7%-33.8pp |
| Annual return | 11.82% | 16.69%-4.9pp | 134.60%-122.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $190 | $991-80.9% | $2,122-91.1% | $2,270-91.6% |
| Participant deferral / active EE | $605 | $2,517-76.0% | $3,373-82.1% | $3,740-83.8% |
| Admin fee / account holder | $232 | $521-55.5% | $5,959-96.1% | $513-54.8% |