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 15 · EIN 84-0467907 | Recordkeeping | $101,023 |
Filed as: MEISROW FINANCIAL INVESTMENT Service code 49 | Other Services | $30 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,939 | $56,485-41.7% | $185,823-82.3% | $86,799-62.1% |
| Participation rate | 93.5% | 65.5%+28.0pp | 81.7%+11.8pp | 72.3%+21.2pp |
| Annual return | 9.90% | 118.04%-108.1pp | 122.05%-112.2pp | 97.91%-88.0pp |
| Employer contribution / active EE | $3,315 | $1,843+79.9% | $5,167-35.8% | $2,405+37.8% |
| Participant deferral / active EE | $2,204 | $2,553-13.7% | $5,568-60.4% | $4,131-46.6% |
| Admin fee / account holder | $68 | $150-54.7% | $16,237-99.6% | $170-60.1% |