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 | $18,337 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,186 |
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 | $15,893 | $93,030-82.9% | $76,080-79.1% | $93,030-82.9% |
| Participation rate | 71.7% | 73.9%-2.2pp | 79.4%-7.7pp | 73.9%-2.2pp |
| Annual return | 28.25% | 158.70%-130.4pp | 42.50%-14.2pp | 158.70%-130.4pp |
| Employer contribution / active EE | $1,258 | $2,706-53.5% | $3,962-68.3% | $2,706-53.5% |
| Participant deferral / active EE | $2,932 | $4,562-35.7% | $4,905-40.2% | $4,562-35.7% |
| Admin fee / account holder | $29 | $152-80.9% | $4,883-99.4% | $152-80.9% |