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 INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,853 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK ST, 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $32,998 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 6830 COMMERCE CT. DR. · BLACKLICK, OH 43004 | Contract Administrator | $18,599 |
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 | $79,371 | $78,672+0.9% | $109,143-27.3% | $85,850-7.5% |
| Participation rate | 96.5% | 68.3%+28.2pp | 75.9%+20.6pp | 69.3%+27.2pp |
| Annual return | 13.96% | 25.09%-11.1pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,317 | $2,735-51.8% | $3,722-64.6% | $2,565-48.6% |
| Participant deferral / active EE | $9,304 | $3,467+168.3% | $4,653+100.0% | $3,952+135.5% |
| Admin fee / account holder | $881 | $5,469-83.9% | $6,752-87.0% | $6,260-85.9% |