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 5-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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $73,143 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $38,579 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2+ years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK2+ years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COHEN & STEERS2+ years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX2+ years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO2+ years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON2+ years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,307 | $104,475-25.0% | $159,436-50.9% | $79,386-1.4% |
| Participation rate | 94.3% | 76.6%+17.7pp | 82.8%+11.5pp | 70.7%+23.6pp |
| Annual return | 25.47% | 67.95%-42.5pp | 263.57%-238.1pp | 116.85%-91.4pp |
| Employer contribution / active EE | $2,543 | $3,417-25.6% | $4,829-47.3% | $2,427+4.8% |
| Participant deferral / active EE | $8,804 | $6,467+36.1% | $7,352+19.7% | $4,046+117.6% |
| Admin fee / account holder | $466 | $711-34.5% | $10,799-95.7% | $626-25.7% |