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 21 · EIN 84-0467907 | Bank Trustee | $43,914 |
BENEFIT PLAN ADMINISTRATORS6+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1400101 | Contract Administrator | $15,168 |
Service code 29 · EIN 39-1126909 | Legal | $13,226 |
THE PREVIANT LAW FIRM, S.C.2 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $10,149 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $8,950 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,531 | $111,491-60.1% | $189,513-76.5% | $86,799-48.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 33.44% | 83.50%-50.1pp | 555.15%-521.7pp | 97.91%-64.5pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,760 | $6,437-72.7% | $8,221-78.6% | $4,131-57.4% |
| Admin fee / account holder | $168 | $189-10.9% | $12,045-98.6% | $170-0.8% |