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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $163,002 |
Filed as: GREAT-WEST LIFE & ANUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $130,969 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; D... | $1,969 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,827 | $177,276-75.3% | $94,993-53.9% | $177,276-75.3% |
| Participation rate | 69.9% | 74.8%-5.0pp | 73.9%-4.0pp | 74.8%-5.0pp |
| Annual return | 18.55% | 21.25%-2.7pp | 27.12%-8.6pp | 21.25%-2.7pp |
| Employer contribution / active EE | $736 | $2,479-70.3% | $2,603-71.7% | $2,479-70.3% |
| Participant deferral / active EE | $1,913 | $3,881-50.7% | $3,317-42.3% | $3,881-50.7% |
| Admin fee / account holder | $66 | $154-57.3% | $4,960-98.7% | $154-57.3% |