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 | $63,352 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,661 |
SPECTRUM INVESTMENT ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $13,267 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,930 | $185,342-65.0% | $111,297-41.7% | $86,799-25.2% |
| Participation rate | 76.0% | 81.0%-4.9pp | 77.3%-1.3pp | 72.3%+3.8pp |
| Annual return | 17.83% | 500.80%-483.0pp | 54.65%-36.8pp | 97.91%-80.1pp |
| Employer contribution / active EE | $915 | $2,246-59.3% | $2,731-66.5% | $2,405-62.0% |
| Participant deferral / active EE | $2,949 | $4,458-33.9% | $4,487-34.3% | $4,131-28.6% |
| Admin fee / account holder | $109 | $255-57.3% | $7,964-98.6% | $170-35.6% |