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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 801115002 | Recordkeeping Fees | $35,374 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $28,941 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 | Recordkeeping Fees | $10,870 |
NORTON ROSE FULBRIGHT3+ years Filed as: NORTON FINANCIAL SERVICES Service code 13 275 US ROUTE ONE · CUMBERLAND FORESIDE, ME 04110 | Contract Administrator | $8,943 |
Service code 64 | Recordkeeping Fees | $1,735 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,952 | $64,909+3.1% | $82,313-18.7% | $62,292+7.5% |
| Participation rate | 95.7% | 74.9%+20.9pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | 18.61% | 21.18%-2.6pp | 25.88%-7.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $744 | $1,676-55.6% | $2,428-69.4% | $2,042-63.6% |
| Participant deferral / active EE | $5,300 | $3,103+70.8% | $3,706+43.0% | $3,169+67.2% |
| Admin fee / account holder | $164 | $440-62.7% | $5,608-97.1% | $479-65.8% |