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 | $26,823 |
Filed as: FIRST BUSINESS BANK Service code 27 401 CHARMANY DR · MADISON, WI 53719 | Advisory (Plan) | $8,778 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,155 |
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 | $37,881 | $58,655-35.4% | $91,989-58.8% | $65,185-41.9% |
| Participation rate | 93.5% | 75.3%+18.3pp | 78.6%+14.9pp | 70.2%+23.3pp |
| Annual return | 21.59% | 33.92%-12.3pp | 69.02%-47.4pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,008 | $2,080-51.6% | $3,452-70.8% | $2,177-53.7% |
| Participant deferral / active EE | $2,824 | $5,474-48.4% | $5,923-52.3% | $3,514-19.6% |
| Admin fee / account holder | $209 | $434-51.9% | $7,743-97.3% | $847-75.3% |