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 6-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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $77,764 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $17,641 |
AB FUNDS1 year Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3+ years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
COLUMBIA3+ years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3+ years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO3+ years Service code 52 · EIN 76-0352823 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,043 | $60,607+25.5% | $189,557-59.9% | $86,799-12.4% |
| Participation rate | 98.2% | 68.9%+29.3pp | 78.4%+19.8pp | 72.3%+26.0pp |
| Annual return | 12.98% | 65.18%-52.2pp | 64.17%-51.2pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,765 | $1,626+8.6% | $4,412-60.0% | $2,405-26.6% |
| Participant deferral / active EE | $5,139 | $3,895+32.0% | $6,174-16.8% | $4,131+24.4% |
| Admin fee / account holder | $23 | $159-85.3% | $9,807-99.8% | $170-86.3% |