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 | $53,136 |
Service code 55 | Other Commissions | $26,932 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 ONE WORLD FINANCIAL CENTER 14TH FL · NEW YORK, NY 10281 | Other Commissions | $0 |
Filed as: ROYAL ALLIANCE ASSOCITEST INC. Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
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 | $50,217 | $51,466-2.4% | $78,778-36.3% | $62,292-19.4% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 16.93% | 19.96%-3.0pp | 35.62%-18.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,892 | $827+128.7% | $1,986-4.7% | $2,042-7.4% |
| Participant deferral / active EE | $4,541 | $2,147+111.5% | $2,958+53.5% | $3,169+43.3% |
| Admin fee / account holder | $253 | $489-48.3% | $5,134-95.1% | $479-47.3% |