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 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,667 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,091 |
DELAP LLP5+ years Service code 10 5885 MEADOWS RD, STE 200 · LAKE OSWEGO, OR 97035 | Accounting | $6,625 |
PENSION ASSURANCE LLP2 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Other Services | $6,375 |
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 | $50,118 | $62,928-20.4% | $172,739-71.0% | $67,579-25.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 31.78% | 30.36%+1.4pp | 802.84%-771.1pp | 378.56%-346.8pp |
| Employer contribution / active EE | $3,940 | $1,636+140.8% | $5,143-23.4% | $2,148+83.4% |
| Participant deferral / active EE | $7,079 | $2,145+230.0% | $5,198+36.2% | $3,539+100.0% |
| Admin fee / account holder | $135 | $167-19.0% | $13,954-99.0% | $142-5.1% |