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 | $47,401 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,093 |
Filed as: MALCOLM THOMPSON & ASSOCIATES, INC Service code 13 · EIN 26-4203770 20445 TX STATE HWY. 249 · HOUSTON, TX 77070 | Contract Administrator | $1,100 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,760 | $98,750-9.1% | $149,696-40.0% | $79,858+12.4% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.2pp |
| Annual return | 20.30% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,835 | $3,216-11.8% | $4,644-38.9% | $2,471+14.8% |
| Participant deferral / active EE | $10,057 | $5,680+77.1% | $6,842+47.0% | $3,740+168.9% |
| Admin fee / account holder | $477 | $6,053-92.1% | $9,309-94.9% | $5,306-91.0% |