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 |
|---|---|---|
WHALEN CAPITAL1 year Filed as: WHALEN CAPITAL INC. Service code 27 · EIN 81-0563242 | Advisory (Plan) | $11,418 |
Filed as: RETIREMENT SOLUTION GROUP, LLC Service code 13 | Contract Administrator | $6,165 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,225 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,343 |
Service code 13 · EIN 74-3189371 | Contract Administrator | $675 |
Filed as: RETIREMENT SOLUTIONS GROUP Service code 13 328 S JEFFERSON, SUITE 420 · CHICAGO, IL 60661 | Contract Administrator | $400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,138 | $89,355-61.8% | $141,162-75.8% | $72,985-53.2% |
| Participation rate | 78.9% | 75.1%+3.8pp | 82.5%-3.5pp | 69.5%+9.5pp |
| Annual return | 21.75% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,019 | $3,114-67.3% | $4,735-78.5% | $2,440-58.3% |
| Participant deferral / active EE | $3,765 | $5,418-30.5% | $6,709-43.9% | $3,607+4.4% |
| Admin fee / account holder | $153 | $5,958-97.4% | $10,261-98.5% | $5,124-97.0% |