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 & ANNUUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,591 |
ASCENSUS LLC3 years Filed as: ASSET ADVISORS OF AMERICA, LLC Service code 27 4915 W CYPRESS ST · TAMPA, FL 33607 | Advisory (Plan) | $22,151 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPL Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $20,019 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $11,052 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,006 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $7,426 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,766 | $78,419-63.3% | $133,956-78.5% | $73,409-60.8% |
| Participation rate | 77.1% | 78.6%-1.4pp | 79.8%-2.7pp | 72.2%+5.0pp |
| Annual return | 12.73% | 33.35%-20.6pp | 45.09%-32.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $734 | $2,044-64.1% | $3,919-81.3% | $2,234-67.2% |
| Participant deferral / active EE | $1,987 | $3,925-49.4% | $5,048-60.6% | $3,805-47.8% |
| Admin fee / account holder | $242 | $161+49.9% | $8,927-97.3% | $158+53.2% |