Filed September 14, 2023
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 49 · EIN 84-0467907 | Other Services | $65,307 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,783 | $30,555+85.8% | $80,716-29.7% | $86,799-34.6% |
| Participation rate | 83.5% | 37.2%+46.3pp | 54.2%+29.3pp | 72.3%+11.2pp |
| Annual return | 12.19% | 30.35%-18.2pp | 87.28%-75.1pp | 97.91%-85.7pp |
| Employer contribution / active EE | $1,258 | $472+166.3% | $1,160+8.4% | $2,405-47.7% |
| Participant deferral / active EE | $2,180 | $1,050+107.6% | $2,146+1.6% | $4,131-47.2% |
| Admin fee / account holder | $160 | $135+17.9% | $3,380-95.3% | $170-5.8% |