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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,327 |
CAMPBELL TAYLOR WASHBURN4 years Filed as: H K CAMPBELL & COMPANY Service code 10 2011 MADISON ROAD · CINCINNATI, OH 45208 | Accounting | $9,630 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,649 | $86,286-30.9% | $111,297-46.4% | $85,850-30.5% |
| Participation rate | 90.4% | 73.3%+17.1pp | 77.3%+13.1pp | 69.3%+21.1pp |
| Annual return | 7.03% | 19.99%-13.0pp | 54.65%-47.6pp | 318.53%-311.5pp |
| Employer contribution / active EE | $592 | $2,043-71.0% | $2,731-78.3% | $2,565-76.9% |
| Participant deferral / active EE | $3,850 | $3,641+5.8% | $4,487-14.2% | $3,952-2.6% |
| Admin fee / account holder | $395 | $8,188-95.2% | $7,964-95.0% | $6,260-93.7% |