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 49 · EIN 84-0467907 | Other Services | $166,819 |
Filed as: RAYMOND JAMES FIN SVCS, INC. Service code 27 · EIN 59-1531281 | Advisory (Plan) | $75,962 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
GAMCO ASSET MANAGEMENT1 year Filed as: GABELLI Service code 52 · EIN 01-3295124 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,722 | $121,341+24.2% | $189,513-20.5% | $79,386+89.9% |
| Participation rate | 84.5% | 86.1%-1.6pp | 87.8%-3.3pp | 70.7%+13.8pp |
| Annual return | 14.11% | 21.08%-7.0pp | 555.15%-541.0pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,295 | $3,915-41.4% | $6,162-62.7% | $2,427-5.4% |
| Participant deferral / active EE | $5,041 | $6,395-21.2% | $8,221-38.7% | $4,046+24.6% |
| Admin fee / account holder | $1,104 | $651+69.4% | $12,045-90.8% | $626+76.2% |