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 8-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 | $23,502 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $7,405 |
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 | $37,887 | $58,879-35.7% | $178,490-78.8% | $73,488-48.4% |
| Participation rate | 81.0% | 66.2%+14.8pp | 81.9%-0.9pp | 70.7%+10.3pp |
| Annual return | 297.33% | 24.86%+272.5pp | 151.07%+146.3pp | 28.51%+268.8pp |
| Employer contribution / active EE | $3,831 | $2,236+71.3% | $5,011-23.5% | $2,270+68.8% |
| Participant deferral / active EE | $877 | $2,567-65.9% | $5,202-83.1% | $3,740-76.6% |
| Admin fee / account holder | $178 | $400-55.6% | $13,984-98.7% | $513-65.3% |