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 7-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 | $69,791 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $14,990 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $8,817 |
Service code 16 · EIN 34-1820650 | Consulting | $317 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,490 | $65,708+72.7% | $76,817+47.7% | $77,787+45.9% |
| Participation rate | 90.4% | 79.0%+11.4pp | 72.1%+18.3pp | 73.2%+17.2pp |
| Annual return | -2.13% | 49.86%-52.0pp | 1166.11%-1168.2pp | 32.57%-34.7pp |
| Employer contribution / active EE | $5,295 | $2,167+144.3% | $2,302+130.0% | $2,504+111.4% |
| Participant deferral / active EE | $4,922 | $3,254+51.3% | $3,336+47.5% | $3,967+24.1% |
| Admin fee / account holder | $67 | $91-25.9% | $6,420-99.0% | $100-32.7% |