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 |
|---|---|---|
Service code 13 2701 BICKFORD AVE · SNOHOMISH, WA 98290 | Contract Administrator | $9,742 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 8515 EAST ORDCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,606 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,516 | $72,277-79.9% | $101,248-85.7% | $79,858-81.8% |
| Participation rate | 95.8% | 68.5%+27.4pp | 75.8%+20.0pp | 69.6%+26.2pp |
| Annual return | 12.88% | 22.30%-9.4pp | 46.47%-33.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $6,159 | $2,692+128.8% | $3,660+68.3% | $2,471+149.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $137 | $4,400-96.9% | $5,945-97.7% | $5,306-97.4% |