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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,883 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 55 | Other Commissions | $21,746 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 | Contract Administrator | $9,437 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,793 |
THE RETIREMENT ADVANTAGE INC6 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $2,035 |
Filed as: SIGNATURE SECURITYS GROUP CORP Service code 55 1177 AVENUE OF AMERICAS 11TH FL · NEW YORK, NY 10036 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,429 | $56,114+27.3% | $96,139-25.7% | $85,850-16.8% |
| Participation rate | 92.0% | 56.7%+35.2pp | 68.4%+23.5pp | 69.3%+22.6pp |
| Annual return | 14.39% | 42.30%-27.9pp | 191.94%-177.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,179 | $1,620+34.5% | $2,797-22.1% | $2,565-15.1% |
| Participant deferral / active EE | $7,539 | $2,859+163.7% | $4,349+73.4% | $3,952+90.8% |
| Admin fee / account holder | $290 | $3,768-92.3% | $5,537-94.8% | $6,260-95.4% |