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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,167 |
CLIFTONLARSONALLEN LLP1 year Service code 10 220 SOUTH SIXTH STREET SUITE 300 · MINNEAPOLIS, MN 554021436 | Accounting | $43,940 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYSON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $20,604 |
KB ACTUARIAL, INC.3+ years Filed as: KB ACTUARIAL INC Service code 13 P.O. BOX 9626 · REDLANDS, CA 92375 | Contract Administrator | $14,558 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,930 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $6,523 | $60,396-89.2% | $83,848-92.2% | $75,289-91.3% |
| Participation rate | 99.9% | 80.7%+19.1pp | 76.1%+23.7pp | 72.4%+27.4pp |
| Annual return | -7.25% | 3.84%-11.1pp | 850.88%-858.1pp | -0.04%-7.2pp |
| Employer contribution / active EE | $104 | $3,343-96.9% | $3,631-97.1% | $2,405-95.7% |
| Participant deferral / active EE | $575 | $2,922-80.3% | $4,082-85.9% | $3,739-84.6% |
| Admin fee / account holder | $74 | $141-47.7% | $5,478-98.7% | $102-27.8% |