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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,589 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $25,083 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $14,702 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,617 |
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 | $36,126 | $55,449-34.8% | $83,848-56.9% | $56,287-35.8% |
| Participation rate | 94.6% | 68.0%+26.6pp | 76.1%+18.4pp | 69.9%+24.7pp |
| Annual return | -6.68% | -1.38%-5.3pp | 850.88%-857.6pp | -9.96%+3.3pp |
| Employer contribution / active EE | $6,408 | $2,430+163.6% | $3,631+76.5% | $2,111+203.5% |
| Participant deferral / active EE | $3,469 | $2,935+18.2% | $4,082-15.0% | $3,350+3.6% |
| Admin fee / account holder | $285 | $656-56.5% | $5,478-94.8% | $521-45.3% |