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 INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $68,797 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $55,193 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,595 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,522 | $58,320+51.8% | $86,436+2.4% | $66,914+32.3% |
| Participation rate | 97.2% | 78.6%+18.6pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -13.76% | -9.71%-4.0pp | 4394.89%-4408.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,554 | $2,615+35.9% | $3,769-5.7% | $2,544+39.7% |
| Participant deferral / active EE | $8,781 | $6,899+27.3% | $6,952+26.3% | $4,237+107.2% |
| Admin fee / account holder | $527 | $546-3.4% | $6,731-92.2% | $593-11.2% |