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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $123,362 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $650 |
TD AMERITRADE, INC.1 year Service code 59 | Shareholder Servicing | $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 | $162,292 | $65,118+149.2% | $76,768+111.4% | $55,725+191.2% |
| Participation rate | 80.7% | 79.6%+1.1pp | 77.0%+3.8pp | 70.9%+9.9pp |
| Annual return | -4.57% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,387 | $1,941+23.0% | $2,485-3.9% | $2,078+14.9% |
| Participant deferral / active EE | $8,622 | $3,688+133.8% | $3,852+123.8% | $3,356+156.9% |
| Admin fee / account holder | $135 | $116+16.7% | $6,675-98.0% | $115+17.4% |