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 | $81,812 |
SHERIDAN ROAD ADVISORS LLC3 years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $25,000 |
Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS S Service code 10 1221 JOHN Q HAMMONS DR · MADISON, WI 537444968 | Accounting | $9,883 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,811 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $198,944 | $56,485+252.2% | $185,823+7.1% | $86,799+129.2% |
| Participation rate | 98.9% | 65.5%+33.4pp | 81.7%+17.2pp | 72.3%+26.6pp |
| Annual return | 14.34% | 118.04%-103.7pp | 122.05%-107.7pp | 97.91%-83.6pp |
| Employer contribution / active EE | $5,140 | $1,843+178.9% | $5,167-0.5% | $2,405+113.7% |
| Participant deferral / active EE | $6,158 | $2,553+141.2% | $5,568+10.6% | $4,131+49.1% |
| Admin fee / account holder | $313 | $150+109.1% | $16,237-98.1% | $170+84.5% |