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 INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $138,275 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $71,566 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FIRST EAGLE3 years Service code 52 · EIN 13-3392291 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,878 | $62,723-6.1% | $142,863-58.8% | $86,799-32.2% |
| Participation rate | 95.9% | 62.6%+33.4pp | 71.9%+24.0pp | 72.3%+23.6pp |
| Annual return | 9.73% | 17.62%-7.9pp | 5637.54%-5627.8pp | 97.91%-88.2pp |
| Employer contribution / active EE | $2,178 | $1,627+33.9% | $4,144-47.4% | $2,405-9.4% |
| Participant deferral / active EE | $2,758 | $3,039-9.3% | $3,837-28.1% | $4,131-33.2% |
| Admin fee / account holder | $402 | $140+188.0% | $6,560-93.9% | $170+137.1% |