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 7-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 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,430 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,548 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,654 | $45,068-67.5% | $67,221-78.2% | $73,409-80.0% |
| Participation rate | 76.6% | 75.3%+1.2pp | 79.4%-2.8pp | 72.2%+4.4pp |
| Annual return | 31.92% | 16.15%+15.8pp | 20.72%+11.2pp | 59.29%-27.4pp |
| Employer contribution / active EE | $1,274 | $2,041-37.6% | $3,723-65.8% | $2,234-43.0% |
| Participant deferral / active EE | $2,976 | $2,660+11.9% | $4,384-32.1% | $3,805-21.8% |
| Admin fee / account holder | $28 | $111-74.8% | $5,844-99.5% | $158-82.3% |