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 |
|---|---|---|
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $32,699 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,169 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,255 |
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 | $22,422 | $52,293-57.1% | $178,490-87.4% | $73,409-69.5% |
| Participation rate | 88.0% | 65.3%+22.7pp | 81.9%+6.1pp | 72.2%+15.9pp |
| Annual return | 14.71% | 34.75%-20.0pp | 151.07%-136.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $877 | $1,735-49.5% | $5,011-82.5% | $2,234-60.7% |
| Participant deferral / active EE | $1,451 | $2,332-37.8% | $5,202-72.1% | $3,805-61.9% |
| Admin fee / account holder | $168 | $127+32.3% | $13,984-98.8% | $158+6.7% |