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: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,087 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,262 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $13,633 |
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 | $89,083 | $124,414-28.4% | $115,157-22.6% | $67,579+31.8% |
| Participation rate | 99.5% | 58.1%+41.5pp | 75.9%+23.6pp | 71.3%+28.3pp |
| Annual return | 22.52% | 29.40%-6.9pp | 35.60%-13.1pp | 378.56%-356.0pp |
| Employer contribution / active EE | $2,432 | $1,454+67.2% | $3,179-23.5% | $2,148+13.2% |
| Participant deferral / active EE | $3,736 | $2,331+60.3% | $4,168-10.4% | $3,539+5.6% |
| Admin fee / account holder | $109 | $361-69.9% | $7,088-98.5% | $142-23.4% |