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 | $59,930 |
Filed as: HIGHLANDS CAPITAL ADVISORS LLC Service code 27 485 RAINIER BLVD N STE 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $34,124 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,308 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,821 | $99,957+27.9% | $149,696-14.6% | $73,488+73.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.58% | 53.87%-40.3pp | 276.60%-263.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,411 | $3,191-55.8% | $4,644-69.6% | $2,270-37.9% |
| Participant deferral / active EE | $10,077 | $6,073+65.9% | $6,842+47.3% | $3,740+169.5% |
| Admin fee / account holder | $351 | $551-36.2% | $9,309-96.2% | $513-31.5% |