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 |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $26,062 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,704 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $153 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $86,812 | $56,629+53.3% | $77,999+11.3% | $55,167+57.4% |
| Participation rate | 95.6% | 73.3%+22.3pp | 75.5%+20.1pp | 69.0%+26.6pp |
| Annual return | 7.77% | 2866.98%-2859.2pp | 425.96%-418.2pp | 169.23%-161.5pp |
| Employer contribution / active EE | $609 | $1,723-64.6% | $2,470-75.3% | $1,963-69.0% |
| Participant deferral / active EE | $4,695 | $2,777+69.0% | $3,497+34.3% | $3,054+53.7% |
| Admin fee / account holder | $9 | $467-98.1% | $5,480-99.8% | $504-98.2% |