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 RETIREMENT SERVICES Service code 28 · EIN 84-0467907 PO BOX 173764 · DENVER, CO 802173764 | Investment Management | $23,559 |
BENEFIT PLAN ADMINISTRATORS2+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Plan Administrator | $17,164 |
LEE CPA AUDIT GROUP2+ years Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1397718 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Consulting | $9,936 |
FREYBERG HINKLE ET AL2+ years Service code 10 · EIN 39-1531945 15420 W. CAPITOL DRIVE · BROOKFIELD, WI 530052621 | Accounting | $9,515 |
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 | $0 | $57,921-100.0% | $84,750-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 6.18% | 10.24%-4.1pp | 22.78%-16.6pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,202 | $2,598-53.8% | $3,574-66.4% | $1,974-39.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |