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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,135 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 55 | Other Commissions | $13,316 |
Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $3,479 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $741 |
Service code 55 12671 HIGH BLUFF DR. STE 200 · SAN DIEGO, CA 92130 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,946 | $73,638-55.3% | $95,952-65.7% | $73,488-55.2% |
| Participation rate | 78.1% | 76.2%+1.9pp | 77.1%+1.0pp | 70.7%+7.4pp |
| Annual return | 13.96% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $466 | $1,863-75.0% | $2,541-81.7% | $2,270-79.5% |
| Participant deferral / active EE | $3,621 | $3,617+0.1% | $4,167-13.1% | $3,740-3.2% |
| Admin fee / account holder | $151 | $482-68.6% | $6,795-97.8% | $513-70.5% |