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: GREATWEST LIFE & ANNUITY INS Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,888 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $32,266 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,588 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,601 | $86,332+94.1% | $125,175+33.9% | $65,185+157.1% |
| Participation rate | 73.4% | 75.3%-1.9pp | 79.8%-6.4pp | 70.2%+3.2pp |
| Annual return | 26.31% | 27.43%-1.1pp | 43.79%-17.5pp | 29.38%-3.1pp |
| Employer contribution / active EE | $2,697 | $2,040+32.2% | $3,865-30.2% | $2,177+23.9% |
| Participant deferral / active EE | $5,911 | $3,537+67.1% | $4,937+19.7% | $3,514+68.2% |
| Admin fee / account holder | $771 | $609+26.6% | $9,702-92.1% | $847-8.9% |