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 | $129,859 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 55 | Other Commissions | $59,329 |
THE RYDING COMPANY3+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $30,264 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION ASSURANCE, LLP Service code 99 5530 CORBIN AVENUE, STE 260 · TARZANA, CA 91356 | Other Fees | $13,000 |
Service code 27 40 W EASY ST., SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $12,230 |
ADVISORY ASSETS GROUP3+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,190 |
KESTRA INVESTMENT SERVICES LLC3+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,334 | $94,833-54.3% | $75,696-42.8% | $86,799-50.1% |
| Participation rate | 97.0% | 79.1%+17.9pp | 74.8%+22.2pp | 72.3%+24.7pp |
| Annual return | 14.40% | 16.91%-2.5pp | 104.53%-90.1pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,451 | $2,904-50.0% | $2,743-47.1% | $2,405-39.7% |
| Participant deferral / active EE | $4,527 | $3,632+24.7% | $3,821+18.5% | $4,131+9.6% |
| Admin fee / account holder | $171 | $109+57.8% | $3,619-95.3% | $170+1.1% |