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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,360 |
Filed as: HIGHLANDS CAPITAL ADVISORS LLC Service code 27 485 RAINIER BLVD N · ISSAQUAH, WA 98027 | Advisory (Plan) | $34,099 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,324 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,409 | $89,652+25.4% | $141,162-20.4% | $65,185+72.4% |
| Participation rate | 95.6% | 74.7%+20.9pp | 82.5%+13.2pp | 70.2%+25.4pp |
| Annual return | 22.85% | 32.79%-9.9pp | 71.39%-48.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,000 | $3,065-34.7% | $4,735-57.8% | $2,177-8.1% |
| Participant deferral / active EE | $12,403 | $5,691+117.9% | $6,709+84.9% | $3,514+253.0% |
| Admin fee / account holder | $404 | $569-29.0% | $10,261-96.1% | $847-52.3% |