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 | $100,749 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $59,999 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $20,179 |
AHEARN JASCO + COMPANY PA3 years Service code 10 · EIN 59-2008973 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,825 | $185,342+3.0% | $111,297+71.5% | $86,799+119.8% |
| Participation rate | 94.2% | 81.0%+13.2pp | 77.3%+16.8pp | 72.3%+21.9pp |
| Annual return | 76.12% | 500.80%-424.7pp | 54.65%+21.5pp | 97.91%-21.8pp |
| Employer contribution / active EE | $10,266 | $2,246+357.1% | $2,731+275.9% | $2,405+326.8% |
| Participant deferral / active EE | $6,654 | $4,458+49.2% | $4,487+48.3% | $4,131+61.1% |
| Admin fee / account holder | $212 | $255-17.1% | $7,964-97.3% | $170+24.9% |