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 80111 | Recordkeeping Fees | $77,240 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,542 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP INC. Service code 13 1350 TREAT BLVD · WALNUT CREEK, CA 945977959 | Contract Administrator | $4,545 |
LIBERTY GROUP LLC2+ years Service code 55 411 30YH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $0 |
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 | $52,253 | $56,640-7.7% | $80,975-35.5% | $57,658-9.4% |
| Participation rate | 95.6% | 75.9%+19.7pp | 75.8%+19.8pp | 70.2%+25.3pp |
| Annual return | 10.90% | 19.97%-9.1pp | 17.10%-6.2pp | 5.13%+5.8pp |
| Employer contribution / active EE | $1,859 | $2,085-10.8% | $3,714-49.9% | $1,974-5.8% |
| Participant deferral / active EE | $8,426 | $4,944+70.4% | $5,696+47.9% | $3,061+175.3% |
| Admin fee / account holder | $139 | $87+59.6% | $5,516-97.5% | $95+47.0% |