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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $5,546 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $437 |
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.
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 | $20,395 | $62,928-67.6% | $172,739-88.2% | $67,579-69.8% |
| Participation rate | 3.9% | 64.5%-60.6pp | 82.6%-78.8pp | 71.3%-67.4pp |
| Annual return | 18.43% | 30.36%-11.9pp | 802.84%-784.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $357 | $2,145-83.4% | $5,198-93.1% | $3,539-89.9% |
| Admin fee / account holder | $80 | $167-52.1% | $13,954-99.4% | $142-43.9% |