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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $56,251 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $8,602 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $4,383 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
NATIXIS FUNDS5 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,815 | $65,862+244.4% | $124,672+81.9% | $79,386+185.7% |
| Participation rate | 87.0% | 62.2%+24.7pp | 74.6%+12.4pp | 70.7%+16.3pp |
| Annual return | 14.55% | 19.02%-4.5pp | 5142.93%-5128.4pp | 116.85%-102.3pp |
| Employer contribution / active EE | $9,188 | $1,883+387.8% | $3,324+176.5% | $2,427+278.5% |
| Participant deferral / active EE | $5,920 | $2,772+113.6% | $4,614+28.3% | $4,046+46.3% |
| Admin fee / account holder | $288 | $673-57.2% | $7,493-96.2% | $626-54.0% |