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 | $46,238 |
Filed as: FIRST INTERSTATE WEALTH MGMT Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $41,564 |
CASEY CIRILLO3 years Filed as: CASEY PETERSON LTD Service code 10 909 ST JOSEPH ST STE 101 · RAPID CITY, SD 57701 | Accounting | $11,555 |
GOLDLEAF PARTNERS6+ years Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $10,408 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,477 |
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 | $161,633 | $58,879+174.5% | $178,490-9.4% | $73,488+119.9% |
| Participation rate | 94.0% | 66.2%+27.8pp | 81.9%+12.1pp | 70.7%+23.4pp |
| Annual return | 19.32% | 24.86%-5.5pp | 151.07%-131.7pp | 28.51%-9.2pp |
| Employer contribution / active EE | $6,727 | $2,236+200.8% | $5,011+34.3% | $2,270+196.3% |
| Participant deferral / active EE | $5,615 | $2,567+118.7% | $5,202+7.9% | $3,740+50.1% |
| Admin fee / account holder | $621 | $400+55.2% | $13,984-95.6% | $513+21.1% |