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 | $7,755 |
DA DAVIDSON & CO3 years Filed as: DA DAVIDSON Service code 55 | Other Commissions | $6,895 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,256 |
Filed as: HUNTER BENEFITS Service code 13 | Contract Administrator | $2,122 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $420 |
Service code 13 119 E PALATINE RD · PALATINE, IL 60067 | Contract Administrator | $50 |
DA DAVIDSON & CO5+ 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 | $30,330 | $31,679-4.3% | $74,701-59.4% | $65,185-53.5% |
| Participation rate | 34.2% | 40.4%-6.2pp | 54.5%-20.3pp | 70.2%-36.0pp |
| Annual return | 20.66% | 39.04%-18.4pp | 752.92%-732.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $305 | $566-46.1% | $1,084-71.8% | $2,177-86.0% |
| Participant deferral / active EE | $732 | $1,191-38.5% | $1,964-62.7% | $3,514-79.2% |
| Admin fee / account holder | $129 | $379-65.9% | $3,333-96.1% | $847-84.7% |