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 INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,959 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON Service code 55 | Other Commissions | $5,398 |
Service code 13 · EIN 33-1087673 6701 N COUNTRY HOMES BLVD, STE 100 · SPOKANE, WA 99208 | Contract Administrator | $1,727 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,549 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $326 |
DA DAVIDSON & CO3+ years Service code 55 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,746 | $31,388-11.6% | $73,545-62.3% | $62,292-55.5% |
| Participation rate | 30.7% | 39.9%-9.1pp | 54.9%-24.2pp | 69.5%-38.8pp |
| Annual return | 17.50% | 25.34%-7.8pp | -15.16%+32.7pp | 28.90%-11.4pp |
| Employer contribution / active EE | $256 | $498-48.6% | $1,219-79.0% | $2,042-87.5% |
| Participant deferral / active EE | $585 | $1,028-43.1% | $1,806-67.6% | $3,169-81.5% |
| Admin fee / account holder | $112 | $299-62.8% | $2,320-95.2% | $479-76.7% |