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 | $132,286 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,511 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,258 |
UHY LLP7+ years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $9,738 |
BARTON WALTER & KRIER PC3 years Filed as: BARTON INTERNATIONAL Service code 29 · EIN 14-1798025 | Legal | $7,025 |
Filed as: FAEGRE DRINKER BIDDLE & REATH, LLP Service code 29 1177 AVENUE OF THE AMERICAS 41ST · NEW YORK, NY 10036 | Legal | $5,852 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,265 | $82,274+150.7% | $152,466+35.3% | $79,386+159.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 78.2%+21.8pp | 70.7%+29.3pp |
| Annual return | 10.25% | 7959.84%-7949.6pp | 757.33%-747.1pp | 116.85%-106.6pp |
| Employer contribution / active EE | $581 | $3,613-83.9% | $4,327-86.6% | $2,427-76.1% |
| Participant deferral / active EE | $7,041 | $4,969+41.7% | $5,820+21.0% | $4,046+74.0% |
| Admin fee / account holder | $853 | $632+35.0% | $15,805-94.6% | $626+36.2% |