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 49 · EIN 84-0467907 | Other Services | $104,983 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $37,694 |
AB FUNDS5 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 |
CALVERT5 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | 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 | $54,465 | $46,292+17.7% | $143,757-62.1% | $64,808-16.0% |
| Participation rate | 93.0% | 64.2%+28.7pp | 80.3%+12.7pp | 71.5%+21.5pp |
| Annual return | -13.34% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,293 | $1,910-32.3% | $4,951-73.9% | $2,506-48.4% |
| Participant deferral / active EE | $2,537 | $2,646-4.1% | $5,637-55.0% | $4,310-41.1% |
| Admin fee / account holder | $288 | $154+87.6% | $14,673-98.0% | $188+53.6% |