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 | $43,587 |
Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $16,667 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $6,250 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,237 |
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 | $184,753 | $62,928+193.6% | $172,739+7.0% | $67,579+173.4% |
| Participation rate | 99.3% | 64.5%+34.8pp | 82.6%+16.6pp | 71.3%+28.0pp |
| Annual return | 24.83% | 30.36%-5.5pp | 802.84%-778.0pp | 378.56%-353.7pp |
| Employer contribution / active EE | $5,325 | $1,636+225.5% | $5,143+3.5% | $2,148+147.9% |
| Participant deferral / active EE | $5,555 | $2,145+159.0% | $5,198+6.9% | $3,539+57.0% |
| Admin fee / account holder | $190 | $167+14.3% | $13,954-98.6% | $142+33.8% |