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 |
|---|---|---|
BENEFITS PLAN PLUS LLC2 years Service code 13 6 CITY PLACE DR SUITE 700 · ST LOUIS, MO 63141 | Contract Administrator | $31,539 |
Filed as: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,975 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $4,633 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $2,500 |
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 | $182,898 | $52,953+245.4% | $172,739+5.9% | $65,185+180.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.08% | 30.12%-10.0pp | 802.84%-782.8pp | 29.38%-9.3pp |
| Employer contribution / active EE | $14,135 | $2,190+545.5% | $5,143+174.9% | $2,177+549.4% |
| Participant deferral / active EE | $8,422 | $2,471+240.9% | $5,198+62.0% | $3,514+139.7% |
| Admin fee / account holder | $150 | $472-68.2% | $13,954-98.9% | $847-82.3% |