See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,039 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,443 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,151 | $53,977-59.0% | $76,080-70.9% | $86,799-74.5% |
| Participation rate | 94.0% | 73.6%+20.4pp | 79.4%+14.6pp | 72.3%+21.7pp |
| Annual return | 16.48% | 14.64%+1.8pp | 42.50%-26.0pp | 97.91%-81.4pp |
| Employer contribution / active EE | $1,405 | $2,300-38.9% | $3,962-64.5% | $2,405-41.6% |
| Participant deferral / active EE | $1,648 | $2,980-44.7% | $4,905-66.4% | $4,131-60.1% |
| Admin fee / account holder | $84 | $108-22.0% | $4,883-98.3% | $170-50.4% |