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 |
|---|---|---|
MARCUM LLP1 year Service code 10 ONE SE THIRD AVENUE · MIAMI, FL 33131 | Accounting | $30,500 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 27 100 NORTHFIELD DRIVE · WINDSO, CT 06095 | Advisory (Plan) | $28,875 |
DOWNEAST PENSION SERVICES, INC.6+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $16,000 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,209 | $58,879+127.9% | $178,490-24.8% | $73,488+82.6% |
| Participation rate | 99.4% | 66.2%+33.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 14.49% | 24.86%-10.4pp | 151.07%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $8,398 | $2,236+275.6% | $5,011+67.6% | $2,270+270.0% |
| Participant deferral / active EE | $6,516 | $2,567+153.8% | $5,202+25.3% | $3,740+74.3% |
| Admin fee / account holder | $323 | $400-19.3% | $13,984-97.7% | $513-37.0% |