Filed May 4, 2026 (most recent of 3 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 INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,050 |
SAGEPOINT FINANCIAL INC2+ years Filed as: SAGEPOINT FINANCIAL Service code 55 2800 N CENTRAL AVE · PHOENIX, AZ 85004 | Other Commissions | $18,872 |
LINSCO/PRIVATE LEDGER CORP1+ years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $16,988 |
GOLDLEAF PARTNERS2+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $11,534 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $128 |
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 | $66,758 | $74,089-9.9% | $133,980-50.2% | $55,167+21.0% |
| Participation rate | 79.5% | 84.3%-4.8pp | 87.1%-7.6pp | 69.0%+10.5pp |
| Annual return | 104.19% | 12.11%+92.1pp | 29.30%+74.9pp | 169.23%-65.0pp |
| Employer contribution / active EE | $5,740 | $3,064+87.4% | $5,211+10.1% | $1,963+192.5% |
| Participant deferral / active EE | $5,204 | $4,678+11.3% | $6,282-17.2% | $3,054+70.4% |
| Admin fee / account holder | $93 | $458-79.8% | $9,324-99.0% | $504-81.6% |