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 INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,431 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,204 |
Service code 13 · EIN 26-4203770 20445 TX STATE HWY. 249 · HOUSTON, TX 77070 | Contract Administrator | $1,000 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,908 | $89,355-1.6% | $141,162-37.7% | $72,985+20.4% |
| Participation rate | 48.1% | 75.1%-27.0pp | 82.5%-34.3pp | 69.5%-21.3pp |
| Annual return | 28.16% | 111.85%-83.7pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $2,579 | $3,114-17.2% | $4,735-45.5% | $2,440+5.7% |
| Participant deferral / active EE | $6,216 | $5,418+14.7% | $6,709-7.3% | $3,607+72.3% |
| Admin fee / account holder | $442 | $5,958-92.6% | $10,261-95.7% | $5,124-91.4% |