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 | $13,947 |
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 CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-3155639 | Indirect Investment Fees | $0 |
IVY FUNDS5 years Service code 52 · EIN 45-3046545 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,202 | $79,449+169.6% | $189,557+13.0% | $85,850+149.5% |
| Participation rate | 96.7% | 66.0%+30.7pp | 78.4%+18.2pp | 69.3%+27.4pp |
| Annual return | 10.46% | 18.45%-8.0pp | 64.17%-53.7pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,597 | $2,081-23.2% | $4,412-63.8% | $2,565-37.7% |
| Participant deferral / active EE | $9,181 | $4,051+126.6% | $6,174+48.7% | $3,952+132.3% |
| Admin fee / account holder | $148 | $5,377-97.2% | $9,807-98.5% | $6,260-97.6% |