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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,036 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $25,843 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES PENSION ASSOCIATES INC Service code 99 | Other Fees | $3,285 |
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 | $48,092 | $79,523-39.5% | $140,016-65.7% | $56,287-14.6% |
| Participation rate | 91.9% | 85.7%+6.2pp | 87.5%+4.4pp | 69.9%+22.1pp |
| Annual return | -3.17% | 2.39%-5.6pp | 651.12%-654.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $3,205 | $3,350-4.3% | $5,606-42.8% | $2,111+51.8% |
| Participant deferral / active EE | $5,923 | $5,129+15.5% | $6,927-14.5% | $3,350+76.8% |
| Admin fee / account holder | $278 | $614-54.8% | $10,705-97.4% | $521-46.7% |