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 | $67,025 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $28,292 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,275 |
Service code 99 6737 W WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $1,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,556 | $81,474+86.0% | $133,956+13.1% | $73,488+106.2% |
| Participation rate | 97.2% | 76.4%+20.8pp | 79.8%+17.3pp | 70.7%+26.5pp |
| Annual return | 20.06% | 19.40%+0.7pp | 45.09%-25.0pp | 28.51%-8.5pp |
| Employer contribution / active EE | $4,829 | $2,209+118.6% | $3,919+23.2% | $2,270+112.7% |
| Participant deferral / active EE | $6,336 | $3,786+67.3% | $5,048+25.5% | $3,740+69.4% |
| Admin fee / account holder | $614 | $713-13.8% | $8,927-93.1% | $513+19.8% |