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 | $53,954 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $15,532 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,810 | $61,156-28.4% | $185,823-76.4% | $79,386-44.8% |
| Participation rate | 77.2% | 66.6%+10.6pp | 81.7%-4.5pp | 70.7%+6.5pp |
| Annual return | 25.60% | 19.45%+6.2pp | 122.05%-96.4pp | 116.85%-91.2pp |
| Employer contribution / active EE | $3,589 | $2,321+54.7% | $5,167-30.5% | $2,427+47.8% |
| Participant deferral / active EE | $1,070 | $2,789-61.6% | $5,568-80.8% | $4,046-73.5% |
| Admin fee / account holder | $365 | $710-48.6% | $16,237-97.8% | $626-41.8% |