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 |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $59,124 |
Service code 16 · EIN 20-8874282 | Consulting | $8,366 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $7,272 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $12 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
CALVERT5 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,364 | $56,485+17.5% | $185,823-64.3% | $86,799-23.5% |
| Participation rate | 79.8% | 65.5%+14.3pp | 81.7%-1.9pp | 72.3%+7.5pp |
| Annual return | 14.53% | 118.04%-103.5pp | 122.05%-107.5pp | 97.91%-83.4pp |
| Employer contribution / active EE | $1,706 | $1,843-7.4% | $5,167-67.0% | $2,405-29.1% |
| Participant deferral / active EE | $2,937 | $2,553+15.0% | $5,568-47.3% | $4,131-28.9% |
| Admin fee / account holder | $16 | $150-89.2% | $16,237-99.9% | $170-90.5% |