Filed October 8, 2021
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 | $54,412 |
APRIO LLP4 years Filed as: APRIO WEALTH MANAGEMENT LLC Service code 27 · EIN 58-2484343 | Advisory (Plan) | $23,282 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BAIRD FUNDS4 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
TIAA4 years Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,424 | $59,584+1.4% | $86,874-30.4% | $79,386-23.9% |
| Participation rate | 75.2% | 67.7%+7.5pp | 71.6%+3.5pp | 70.7%+4.5pp |
| Annual return | 18.84% | 23.15%-4.3pp | 63.52%-44.7pp | 116.85%-98.0pp |
| Employer contribution / active EE | $2,449 | $1,768+38.6% | $2,495-1.8% | $2,427+0.9% |
| Participant deferral / active EE | $4,680 | $3,036+54.1% | $3,699+26.5% | $4,046+15.7% |
| Admin fee / account holder | $607 | $604+0.5% | $5,828-89.6% | $626-3.1% |