Filed March 6, 2026 (most recent of 2 filings on file)
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 | $39,371 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,205 |
RSM US LLP1+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $13,567 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT, INC Service code 10 1350 TREAT BLVD STE 300 · WALNUT CREEK, CA 945977959 | Accounting | $6,577 |
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 | $67,728 | $33,745+100.7% | $64,105+5.7% | $55,191+22.7% |
| Participation rate | 83.5% | 59.4%+24.2pp | 68.2%+15.4pp | 69.2%+14.4pp |
| Annual return | 1.35% | 4.95%-3.6pp | 791.24%-789.9pp | 10.78%-9.4pp |
| Employer contribution / active EE | $2,713 | $641+323.4% | $1,820+49.1% | $1,899+42.9% |
| Participant deferral / active EE | $3,981 | $1,929+106.4% | $2,822+41.1% | $3,046+30.7% |
| Admin fee / account holder | $107 | $94+13.6% | $4,499-97.6% | $91+18.1% |