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: AMERIPRISE FINANCIAL SERVICES INC. Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $52,096 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,729 |
UNITED BENEFIT PENSIONS INC.5+ years Service code 13 175 BROADHOLLOW ROAD, SUITE 160 · MELVILLE, NY 11747 | Contract Administrator | $11,800 |
Service code 27 6504 BRIDGE POINT PARKWAY · AUSTIN, TX 78730 | Advisory (Plan) | $10,342 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $148 |
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 | $125,886 | $56,972+121.0% | $182,532-31.0% | $65,185+93.1% |
| Participation rate | 98.7% | 66.5%+32.2pp | 78.0%+20.8pp | 70.2%+28.5pp |
| Annual return | 22.73% | 27.67%-4.9pp | 148.54%-125.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,817 | $1,615+74.5% | $4,076-30.9% | $2,177+29.4% |
| Participant deferral / active EE | $7,606 | $3,526+115.7% | $5,524+37.7% | $3,514+116.5% |
| Admin fee / account holder | $312 | $528-40.9% | $8,592-96.4% | $847-63.1% |