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 | $43,678 |
Filed as: FIRST INTERSTATE WEALTH MGMT Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $37,622 |
CASEY CIRILLO2 years Filed as: CASEY PETERSON LTD Service code 10 909 ST JOSEPH ST STE 101 · RAPID CITY, SD 57701 | Accounting | $11,422 |
GOLDLEAF PARTNERS5+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $7,764 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,031 |
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 | $164,052 | $52,953+209.8% | $172,739-5.0% | $65,185+151.7% |
| Participation rate | 96.4% | 66.2%+30.2pp | 82.6%+13.7pp | 70.2%+26.2pp |
| Annual return | 21.77% | 30.12%-8.4pp | 802.84%-781.1pp | 29.38%-7.6pp |
| Employer contribution / active EE | $9,002 | $2,190+311.1% | $5,143+75.0% | $2,177+313.6% |
| Participant deferral / active EE | $6,288 | $2,471+154.5% | $5,198+21.0% | $3,514+79.0% |
| Admin fee / account holder | $983 | $472+108.3% | $13,954-93.0% | $847+16.0% |