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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,590 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,678 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,310 | $45,068-54.9% | $67,221-69.8% | $73,409-72.3% |
| Participation rate | 91.9% | 75.3%+16.6pp | 79.4%+12.5pp | 72.2%+19.7pp |
| Annual return | 8.52% | 16.15%-7.6pp | 20.72%-12.2pp | 59.29%-50.8pp |
| Employer contribution / active EE | $1,106 | $2,041-45.8% | $3,723-70.3% | $2,234-50.5% |
| Participant deferral / active EE | $1,333 | $2,660-49.9% | $4,384-69.6% | $3,805-65.0% |
| Admin fee / account holder | $119 | $111+7.2% | $5,844-98.0% | $158-24.7% |