See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $52,142 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,422 |
Filed as: KESTRA ADVISORY SERVICES, LLC. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,047 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FEDERATED4 years Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | 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 | $73,774 | $61,156+20.6% | $185,823-60.3% | $79,386-7.1% |
| Participation rate | 82.1% | 66.6%+15.4pp | 81.7%+0.4pp | 70.7%+11.3pp |
| Annual return | 15.32% | 19.45%-4.1pp | 122.05%-106.7pp | 116.85%-101.5pp |
| Employer contribution / active EE | $3,561 | $2,321+53.4% | $5,167-31.1% | $2,427+46.7% |
| Participant deferral / active EE | $3,584 | $2,789+28.5% | $5,568-35.6% | $4,046-11.4% |
| Admin fee / account holder | $371 | $710-47.8% | $16,237-97.7% | $626-40.9% |