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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,267 |
Service code 27 11101 SWITZER ROAD · OVERLAND, KS 66210 | Advisory (Plan) | $44,000 |
BRUNSWICK CORPORATION1 year Filed as: BRUNSWICK GROUP, LLC Service code 99 245 PARK AVENUE · NEW YORK, NY 10167 | Other Fees | $17,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,217 | $104,317+3.7% | $159,436-32.1% | $86,799+24.7% |
| Participation rate | 89.1% | 77.7%+11.4pp | 82.8%+6.3pp | 72.3%+16.8pp |
| Annual return | 19.61% | 26.32%-6.7pp | 263.57%-244.0pp | 97.91%-78.3pp |
| Employer contribution / active EE | $9,695 | $3,451+180.9% | $4,829+100.7% | $2,405+303.0% |
| Participant deferral / active EE | $11,332 | $6,837+65.7% | $7,352+54.1% | $4,131+174.3% |
| Admin fee / account holder | $138 | $172-19.9% | $10,799-98.7% | $170-18.6% |