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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,753 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $4,070 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $2,037 |
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $1,953 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $91,246 | $87,733+4.0% | $106,548-14.4% | $85,850+6.3% |
| Participation rate | 82.8% | 71.9%+10.9pp | 76.1%+6.7pp | 69.3%+13.5pp |
| Annual return | 13.31% | 21.86%-8.5pp | 26.80%-13.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,596 | $2,073-23.0% | $2,819-43.4% | $2,565-37.8% |
| Participant deferral / active EE | $4,323 | $3,469+24.6% | $4,398-1.7% | $3,952+9.4% |
| Admin fee / account holder | $277 | $6,767-95.9% | $7,407-96.3% | $6,260-95.6% |