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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,951 |
RSM US LLP5 years Filed as: RSM US WEALTH MANAGEMENT LLC Service code 27 191 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $19,994 |
QUALIFIED PLANS, LLC4 years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 13 · EIN 20-0223513 4949 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $16,087 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,097 | $41,647-22.9% | $96,139-66.6% | $86,799-63.0% |
| Participation rate | 46.1% | 50.2%-4.2pp | 68.4%-22.4pp | 72.3%-26.2pp |
| Annual return | 17.93% | 27.24%-9.3pp | 191.94%-174.0pp | 97.91%-80.0pp |
| Employer contribution / active EE | $425 | $1,318-67.8% | $2,797-84.8% | $2,405-82.3% |
| Participant deferral / active EE | $1,337 | $2,412-44.6% | $4,349-69.2% | $4,131-67.6% |
| Admin fee / account holder | $161 | $169-4.7% | $5,537-97.1% | $170-4.8% |