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 INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $13,021 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $9,013 |
RIA ADVISORY GROUP LLC4 years Service code 27 2203 GRAND AVE · DES MOINES, IA 50312 | Advisory (Plan) | $6,231 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,693 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,831 | $64,119+8.9% | $112,228-37.8% | $66,914+4.4% |
| Participation rate | 92.1% | 68.5%+23.6pp | 75.1%+17.0pp | 69.8%+22.3pp |
| Annual return | -14.02% | -13.81%-0.2pp | 27.45%-41.5pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,411 | $3,005-19.8% | $3,635-33.7% | $2,544-5.2% |
| Participant deferral / active EE | $4,579 | $3,693+24.0% | $4,728-3.1% | $4,237+8.1% |
| Admin fee / account holder | $308 | $625-50.8% | $6,410-95.2% | $593-48.1% |