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 | $144,269 |
ALTFEST PERSONAL WEALTH MGMT8+ years Service code 71 425 PARK AVE 24TH FLOOR · NEW YORK, NY 10022 | Brokerage Fees | $6,954 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $150 |
ALTFEST PERSONAL WEALTH MGMT1 year Filed as: ALTFEST PERSONAL WEALTH Service code 71 | Brokerage Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,968 | $71,142+77.1% | $119,609+5.3% | $64,808+94.4% |
| Participation rate | 70.7% | 78.6%-7.9pp | 79.3%-8.5pp | 71.5%-0.7pp |
| Annual return | -14.41% | -10.01%-4.4pp | -14.97%+0.6pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,318 | $2,497-7.2% | $4,232-45.2% | $2,506-7.5% |
| Participant deferral / active EE | $5,242 | $4,490+16.8% | $5,602-6.4% | $4,310+21.6% |
| Admin fee / account holder | $475 | $162+193.3% | $10,323-95.4% | $188+153.2% |