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 INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $133,137 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $60,252 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS5 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
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 | $56,984 | $56,485+0.9% | $185,823-69.3% | $86,799-34.3% |
| Participation rate | 82.1% | 65.5%+16.6pp | 81.7%+0.4pp | 72.3%+9.8pp |
| Annual return | 13.92% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-84.0pp |
| Employer contribution / active EE | $2,731 | $1,843+48.2% | $5,167-47.2% | $2,405+13.5% |
| Participant deferral / active EE | $2,443 | $2,553-4.3% | $5,568-56.1% | $4,131-40.9% |
| Admin fee / account holder | $229 | $150+53.2% | $16,237-98.6% | $170+35.1% |