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 |
|---|---|---|
RMI INSURANCE SERVICES INC.7+ years Service code 16 220 TECHNOLOGY DR #110 · IRVINE, CA 92618 | Consulting | $40,609 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,829 |
Service code 13 206 N. 1ST AVE · ARCADIA, CA 91006 | Contract Administrator | $1,680 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,035 | $63,442+84.5% | $68,791+70.1% | $66,914+74.9% |
| Participation rate | 97.1% | 60.0%+37.1pp | 69.0%+28.1pp | 69.8%+27.3pp |
| Annual return | 3.02% | -8.29%+11.3pp | -6.38%+9.4pp | 1.58%+1.4pp |
| Employer contribution / active EE | $4,854 | $1,775+173.5% | $2,655+82.8% | $2,544+90.8% |
| Participant deferral / active EE | $3,248 | $2,945+10.3% | $3,941-17.6% | $4,237-23.3% |
| Admin fee / account holder | $169 | $577-70.7% | $4,932-96.6% | $593-71.5% |