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: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $267,781 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $88,035 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $3,125 |
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 | $233,388 | $96,458+142.0% | $136,294+71.2% | $77,958+199.4% |
| Participation rate | 86.9% | 75.4%+11.5pp | 81.9%+5.0pp | 71.6%+15.2pp |
| Annual return | 18.90% | 23.78%-4.9pp | 5155.94%-5137.0pp | 20.87%-2.0pp |
| Employer contribution / active EE | $8,266 | $3,144+162.9% | $4,695+76.0% | $2,310+257.7% |
| Participant deferral / active EE | $9,668 | $5,902+63.8% | $6,247+54.8% | $3,537+173.4% |
| Admin fee / account holder | $133 | $80+65.0% | $9,243-98.6% | $97+36.3% |