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 COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,872 |
PARALLEL ADVISORS LLC2 years Filed as: PARALLEL ADVISORS Service code 71 · EIN 20-4420591 | Brokerage Fees | $4,341 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $730 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,251 | $104,475+166.3% | $159,436+74.5% | $79,386+250.5% |
| Participation rate | 99.6% | 76.6%+22.9pp | 82.8%+16.7pp | 70.7%+28.9pp |
| Annual return | 14.27% | 67.95%-53.7pp | 263.57%-249.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $14,010 | $3,417+310.0% | $4,829+190.1% | $2,427+477.1% |
| Participant deferral / active EE | $13,563 | $6,467+109.7% | $7,352+84.5% | $4,046+235.3% |
| Admin fee / account holder | $28 | $711-96.0% | $10,799-99.7% | $626-95.5% |