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 | $91,408 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $39,766 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
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 | $46,917 | $105,247-55.4% | $87,100-46.1% | $77,787-39.7% |
| Participation rate | 98.2% | 85.8%+12.4pp | 76.9%+21.4pp | 73.2%+25.0pp |
| Annual return | 22.25% | 24.52%-2.3pp | 28.19%-5.9pp | 32.57%-10.3pp |
| Employer contribution / active EE | $1,071 | $2,895-63.0% | $2,521-57.5% | $2,504-57.2% |
| Participant deferral / active EE | $3,311 | $5,060-34.6% | $4,049-18.2% | $3,967-16.5% |
| Admin fee / account holder | $84 | $104-19.9% | $7,497-98.9% | $100-16.4% |