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 | $66,392 |
Filed as: HIGHLANDS CAPITAL ADVISORS LLC Service code 27 485 RAINIER BLVD N STE 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $40,070 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,210 | $104,475+43.8% | $159,436-5.8% | $79,386+89.2% |
| Participation rate | 99.3% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 15.34% | 67.95%-52.6pp | 263.57%-248.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $7,972 | $3,417+133.3% | $4,829+65.1% | $2,427+228.4% |
| Participant deferral / active EE | $11,937 | $6,467+84.6% | $7,352+62.4% | $4,046+195.1% |
| Admin fee / account holder | $570 | $711-19.8% | $10,799-94.7% | $626-9.0% |