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 15 · EIN 84-0467907 | Recordkeeping | $105,063 |
PENSION ASSURANCE LLP2 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $13,500 |
HICKS PENSION SERVICES3 years Service code 16 · EIN 77-0155091 555 CHORRO ST · SAN LUIS OBISPO, CA 93405 | Consulting | $5,038 |
Filed as: MML INSURANCE AGENCY LLC Service code 16 · EIN 04-3109325 4275 EXECUTIVE SQ · LA JOLLA, CA 92037 | Consulting | $0 |
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 | $75,443 | $121,341-37.8% | $189,513-60.2% | $79,386-5.0% |
| Participation rate | 78.4% | 86.1%-7.7pp | 87.8%-9.4pp | 70.7%+7.7pp |
| Annual return | 31.18% | 21.08%+10.1pp | 555.15%-524.0pp | 116.85%-85.7pp |
| Employer contribution / active EE | $3,275 | $3,915-16.3% | $6,162-46.8% | $2,427+34.9% |
| Participant deferral / active EE | $7,097 | $6,395+11.0% | $8,221-13.7% | $4,046+75.4% |
| Admin fee / account holder | $530 | $651-18.6% | $12,045-95.6% | $626-15.4% |