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 | $61,338 |
Filed as: FIRST INTERSTATE WEALTH MGMT Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $56,142 |
CASEY CIRILLO4 years Filed as: CASEY PETERSON LTD Service code 10 909 ST JOSEPH ST STE 101 · RAPID CITY, SD 57701 | Accounting | $11,609 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $7,064 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,522 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $2,965 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,560 | $61,156+164.2% | $185,823-13.1% | $79,386+103.5% |
| Participation rate | 96.2% | 66.6%+29.6pp | 81.7%+14.5pp | 70.7%+25.5pp |
| Annual return | 18.33% | 19.45%-1.1pp | 122.05%-103.7pp | 116.85%-98.5pp |
| Employer contribution / active EE | $7,821 | $2,321+237.1% | $5,167+51.4% | $2,427+222.2% |
| Participant deferral / active EE | $6,108 | $2,789+119.0% | $5,568+9.7% | $4,046+51.0% |
| Admin fee / account holder | $713 | $710+0.4% | $16,237-95.6% | $626+13.8% |