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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,849 |
Filed as: FIRST INTERSTATE WEALTH MGMT Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $34,497 |
CASEY CIRILLO1 year Filed as: CASEY PETERSON LTD Service code 10 909 ST JOSEPH ST STE 101 · RAPID CITY, SD 57701 | Accounting | $10,970 |
GOLDLEAF PARTNERS4+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $8,675 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,638 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,460 | $47,977+180.3% | $154,107-12.7% | $56,287+138.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -0.51% | 3.54%-4.0pp | 735.12%-735.6pp | -9.96%+9.5pp |
| Employer contribution / active EE | $8,159 | $2,169+276.2% | $5,298+54.0% | $2,111+286.5% |
| Participant deferral / active EE | $6,276 | $2,392+162.4% | $5,081+23.5% | $3,350+87.4% |
| Admin fee / account holder | $718 | $438+63.8% | $13,411-94.6% | $521+37.8% |