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 | $26,427 |
LINSCO/PRIVATE LEDGER CORP2+ years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $24,515 |
SAGEPOINT FINANCIAL INC3+ years Filed as: SAGEPOINT FINANCIAL Service code 55 2800 N CENTRAL AVE · PHOENIX, AZ 85004 | Other Commissions | $24,515 |
GOLDLEAF PARTNERS3+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $11,235 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $301 |
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 | $68,190 | $89,739-24.0% | $149,718-54.5% | $62,292+9.5% |
| Participation rate | 73.2% | 85.1%-11.9pp | 87.1%-13.9pp | 69.5%+3.7pp |
| Annual return | 19.34% | 21.01%-1.7pp | 1501.63%-1482.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $4,912 | $3,233+51.9% | $5,445-9.8% | $2,042+140.5% |
| Participant deferral / active EE | $5,794 | $4,797+20.8% | $6,569-11.8% | $3,169+82.8% |
| Admin fee / account holder | $109 | $551-80.3% | $11,283-99.0% | $479-77.3% |