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 COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,974 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 | Other Commissions | $46,483 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION ASSURANCE, LLP Service code 99 5530 CORBIN AVENUE, STE 260 · TARZANA, CA 91356 | Other Fees | $12,000 |
THE RYDING COMPANY2+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $10,000 |
ADVISORY ASSETS GROUP2+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,838 |
MONARCH PLAN ADVISORS2+ years Filed as: MONARCH CORPORATE ADVISORS Service code 27 40 W EASY ST., SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $4,229 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENTS LLC Service code 55 1250 CAPITAL OF TEXAS HWY S. #2-125 · AUSTIN, TX 78746 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,441 | $84,948-54.7% | $70,449-45.4% | $73,409-47.6% |
| Participation rate | 96.1% | 79.9%+16.2pp | 75.1%+21.1pp | 72.2%+23.9pp |
| Annual return | 16.33% | 13.39%+2.9pp | 109.03%-92.7pp | 59.29%-43.0pp |
| Employer contribution / active EE | $6,031 | $2,834+112.8% | $2,737+120.4% | $2,234+170.0% |
| Participant deferral / active EE | $4,109 | $3,387+21.3% | $3,709+10.8% | $3,805+8.0% |
| Admin fee / account holder | $129 | $98+31.4% | $3,845-96.6% | $158-18.3% |