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 9-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 Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,781 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE 860 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,214 |
Service code 12 | Claims processing | $8,968 |
Filed as: RETIREMENT PLANNING SRVICES Service code 13 PO BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $3,800 |
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 | $30,366 | $52,953-42.7% | $172,739-82.4% | $65,185-53.4% |
| Participation rate | 98.9% | 66.2%+32.8pp | 82.6%+16.3pp | 70.2%+28.7pp |
| Annual return | 24.56% | 30.12%-5.6pp | 802.84%-778.3pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,163 | $2,190-46.9% | $5,143-77.4% | $2,177-46.6% |
| Participant deferral / active EE | $4,846 | $2,471+96.1% | $5,198-6.8% | $3,514+37.9% |
| Admin fee / account holder | $275 | $472-41.7% | $13,954-98.0% | $847-67.5% |