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 | $23,647 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 13 3077 W JEFFERSON ST · JOLIET, IL 60435 | Contract Administrator | $13,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,163 | $70,908-8.1% | $98,907-34.1% | $73,488-11.3% |
| Participation rate | 94.8% | 73.8%+21.0pp | 76.0%+18.8pp | 70.7%+24.1pp |
| Annual return | 18.05% | 34.17%-16.1pp | 196.43%-178.4pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,392 | $2,036-31.6% | $2,689-48.2% | $2,270-38.7% |
| Participant deferral / active EE | $3,616 | $3,500+3.3% | $4,244-14.8% | $3,740-3.3% |
| Admin fee / account holder | $177 | $535-67.0% | $6,642-97.3% | $513-65.6% |