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 | $95,467 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,660 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $46,477 |
Service code 13 435 NEW KARNER ROAD CONCORD STREET · ALBANY, NY 12205 | Contract Administrator | $43,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,567 | $42,353-49.1% | $79,550-72.9% | $64,808-66.7% |
| Participation rate | 87.5% | 64.8%+22.7pp | 69.5%+18.0pp | 71.5%+16.0pp |
| Annual return | -16.54% | -12.24%-4.3pp | 0.16%-16.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $423 | $1,181-64.2% | $2,413-82.5% | $2,506-83.1% |
| Participant deferral / active EE | $3,528 | $3,170+11.3% | $3,985-11.5% | $4,310-18.2% |
| Admin fee / account holder | $214 | $160+34.4% | $6,832-96.9% | $188+14.2% |