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 INS. CO. Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $48,926 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,727 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $1 |
AB FUNDS2 years Service code 52 · EIN 13-6021421 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,736 | $60,607-16.3% | $189,557-73.2% | $86,799-41.5% |
| Participation rate | 84.4% | 68.9%+15.5pp | 78.4%+6.0pp | 72.3%+12.1pp |
| Annual return | 12.76% | 65.18%-52.4pp | 64.17%-51.4pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,088 | $1,626+28.5% | $4,412-52.7% | $2,405-13.2% |
| Participant deferral / active EE | $3,472 | $3,895-10.9% | $6,174-43.8% | $4,131-16.0% |
| Admin fee / account holder | $224 | $159+41.1% | $9,807-97.7% | $170+32.1% |