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 | $170,530 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,500 |
BKD, LLP7+ years Filed as: BKD CPA Service code 10 · EIN 44-0160260 | Accounting | $14,145 |
AB FUNDS5 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LORD ABBETT5 years Service code 52 · EIN 13-2958970 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,810 | $77,660+341.4% | $109,143+214.1% | $79,386+331.8% |
| Participation rate | 95.9% | 67.8%+28.1pp | 75.9%+20.0pp | 70.7%+25.2pp |
| Annual return | 11.65% | 23.44%-11.8pp | 25.75%-14.1pp | 116.85%-105.2pp |
| Employer contribution / active EE | $20,921 | $2,797+647.9% | $3,722+462.1% | $2,427+761.8% |
| Participant deferral / active EE | $505 | $3,518-85.6% | $4,653-89.1% | $4,046-87.5% |
| Admin fee / account holder | $671 | $732-8.4% | $6,752-90.1% | $626+7.1% |