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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $141,561 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS, LLC Service code 27 · EIN 81-3968784 | Advisory (Plan) | $35,207 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $15,849 |
ALTA TRUST4 years Service code 52 · EIN 83-0524193 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
HARRIS5 years Service code 52 · EIN 52-2257782 | 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).
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 | $100,609 | $104,317-3.6% | $159,436-36.9% | $86,799+15.9% |
| Participation rate | 91.0% | 77.7%+13.3pp | 82.8%+8.1pp | 72.3%+18.7pp |
| Annual return | 14.78% | 26.32%-11.5pp | 263.57%-248.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,415 | $3,451-59.0% | $4,829-70.7% | $2,405-41.2% |
| Participant deferral / active EE | $12,106 | $6,837+77.1% | $7,352+64.7% | $4,131+193.1% |
| Admin fee / account holder | $393 | $172+128.2% | $10,799-96.4% | $170+131.8% |