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 | $5,975 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 13110 DANUBE LANE · ROSEMOUNT, MN 55068 | Contract Administrator | $1,400 |
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 | $77,506 | $55,453+39.8% | $170,442-54.5% | $62,292+24.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.20% | 21.38%-6.2pp | 205.93%-190.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $5,907 | $2,164+173.0% | $5,433+8.7% | $2,042+189.3% |
| Participant deferral / active EE | $3,548 | $2,303+54.1% | $4,939-28.2% | $3,169+12.0% |
| Admin fee / account holder | $21 | $455-95.5% | $13,880-99.9% | $479-95.7% |