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 | $27,395 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $3,435 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,750 |
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 | $78,926 | $66,310+19.0% | $93,606-15.7% | $65,185+21.1% |
| Participation rate | 92.0% | 74.0%+18.0pp | 75.8%+16.1pp | 70.2%+21.8pp |
| Annual return | 25.92% | 42.58%-16.7pp | 32.76%-6.8pp | 29.38%-3.5pp |
| Employer contribution / active EE | $1,280 | $2,012-36.4% | $2,718-52.9% | $2,177-41.2% |
| Participant deferral / active EE | $3,566 | $3,342+6.7% | $4,069-12.4% | $3,514+1.5% |
| Admin fee / account holder | $191 | $6,897-97.2% | $7,888-97.6% | $847-77.5% |