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: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $162,474 |
Filed as: GREAT-WEST LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,020 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,404 |
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 | $111,091 | $37,317+197.7% | $77,024+44.2% | $77,904+42.6% |
| Participation rate | 94.8% | 46.9%+47.9pp | 67.9%+26.9pp | 73.7%+21.1pp |
| Annual return | -13.76% | -5.88%-7.9pp | 42.32%-56.1pp | 12.21%-26.0pp |
| Employer contribution / active EE | $3,011 | $1,218+147.2% | $2,812+7.1% | $2,848+5.7% |
| Participant deferral / active EE | $20,127 | $2,564+684.8% | $4,426+354.7% | $4,806+318.8% |
| Admin fee / account holder | $26 | $126-79.1% | $5,425-99.5% | $133-80.2% |