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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,586 |
ALTFEST PERSONAL WEALTH MGMT6+ years Service code 71 425 PARK AVE 24TH FLOOR · NEW YORK, NY 10022 | Brokerage Fees | $6,129 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $564 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,262 | $78,419+68.7% | $133,956-1.3% | $73,409+80.2% |
| Participation rate | 71.8% | 78.6%-6.8pp | 79.8%-8.0pp | 72.2%-0.3pp |
| Annual return | 15.57% | 33.35%-17.8pp | 45.09%-29.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,924 | $2,044-5.9% | $3,919-50.9% | $2,234-13.9% |
| Participant deferral / active EE | $4,705 | $3,925+19.9% | $5,048-6.8% | $3,805+23.6% |
| Admin fee / account holder | $277 | $161+71.6% | $8,927-96.9% | $158+75.3% |