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 15 · EIN 84-0467907 | Recordkeeping | $2,425 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $649 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $298,703 | $89,652+233.2% | $141,162+111.6% | $65,185+358.2% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.5%+11.9pp | 70.2%+24.1pp |
| Annual return | 24.15% | 32.79%-8.6pp | 71.39%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $10,820 | $3,065+253.0% | $4,735+128.5% | $2,177+397.1% |
| Participant deferral / active EE | $7,147 | $5,691+25.6% | $6,709+6.5% | $3,514+103.4% |
| Admin fee / account holder | $19 | $569-96.7% | $10,261-99.8% | $847-97.8% |