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 | $25,976 |
Filed as: STONE HILL FIDUCIARY MANAGEMENT, LL Service code 27 1010 NORTHERN BLVD STE 308 · GREAT NECK, NY 11021 | Advisory (Plan) | $25,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $979 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,569 | $73,638-35.4% | $108,410-56.1% | $79,386-40.1% |
| Participation rate | 86.9% | 77.4%+9.5pp | 80.1%+6.8pp | 70.7%+16.2pp |
| Annual return | 12.40% | 33.27%-20.9pp | 905.27%-892.9pp | 116.85%-104.5pp |
| Employer contribution / active EE | $769 | $2,397-67.9% | $3,558-78.4% | $2,427-68.3% |
| Participant deferral / active EE | $2,954 | $6,218-52.5% | $6,563-55.0% | $4,046-27.0% |
| Admin fee / account holder | $541 | $638-15.2% | $7,295-92.6% | $626-13.6% |