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 Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $30,838 |
Filed as: COMMON WEALTH EQUITY SERVICES LLC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,489 | $77,660+11.4% | $109,143-20.8% | $79,386+8.9% |
| Participation rate | 68.0% | 67.8%+0.2pp | 75.9%-7.9pp | 70.7%-2.7pp |
| Annual return | 18.75% | 23.44%-4.7pp | 25.75%-7.0pp | 116.85%-98.1pp |
| Employer contribution / active EE | $1,273 | $2,797-54.5% | $3,722-65.8% | $2,427-47.6% |
| Participant deferral / active EE | $5,311 | $3,518+51.0% | $4,653+14.1% | $4,046+31.3% |
| Admin fee / account holder | $233 | $732-68.1% | $6,752-96.5% | $626-62.8% |