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 CAPITAL2 years Filed as: WHALEN CAPITAL INC. Service code 27 · EIN 81-0563242 | Advisory (Plan) | $22,499 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,559 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,390 |
Service code 13 · EIN 74-3189371 | Contract Administrator | $3,053 |
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 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 | $43,385 | $98,750-56.1% | $149,696-71.0% | $79,858-45.7% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.5%+0.4pp | 69.6%+13.2pp |
| Annual return | 9.87% | 27.43%-17.6pp | 276.60%-266.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,124 | $3,216-65.1% | $4,644-75.8% | $2,471-54.5% |
| Participant deferral / active EE | $4,708 | $5,680-17.1% | $6,842-31.2% | $3,740+25.9% |
| Admin fee / account holder | $480 | $6,053-92.1% | $9,309-94.8% | $5,306-90.9% |