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 INS CO Service code 21 · EIN 84-0467907 | Bank Trustee | $67,405 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 13 · EIN 38-1357951 | Contract Administrator | $44,488 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage | $5,458 |
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 | $212,316 | $155,795+36.3% | $136,294+55.8% | $69,631+204.9% |
| Participation rate | 94.9% | 75.2%+19.6pp | 81.9%+13.0pp | 70.7%+24.2pp |
| Annual return | 18.29% | 232464.33%-232446.0pp | 5155.94%-5137.7pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $9,670 | $2,991+223.3% | $4,695+106.0% | $2,032+375.9% |
| Participant deferral / active EE | $8,063 | $5,394+49.5% | $6,247+29.1% | $3,224+150.1% |
| Admin fee / account holder | $128 | $128-0.5% | $9,243-98.6% | $110+15.5% |