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 | $83,383 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 13 · EIN 38-1357951 | Contract Administrator | $55,127 |
MANER COSTERISAN4+ years Service code 10 · EIN 38-2157642 | Accounting | $22,825 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage | $6,680 |
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 | $197,067 | $75,388+161.4% | $123,544+59.5% | $55,725+253.6% |
| Participation rate | 95.4% | 75.7%+19.8pp | 82.3%+13.1pp | 70.9%+24.6pp |
| Annual return | -4.74% | 4.48%-9.2pp | 119.20%-123.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $9,788 | $3,063+219.5% | $4,628+111.5% | $2,078+371.0% |
| Participant deferral / active EE | $8,413 | $5,651+48.9% | $6,426+30.9% | $3,356+150.7% |
| Admin fee / account holder | $165 | $120+37.5% | $9,284-98.2% | $115+43.0% |