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 INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,219 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SOUTHWEST PKWY BLDG. 2, · AUSTIN, TX 78735 | Advisory (Plan) | $34,747 |
Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $12,310 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,280 |
TD AMERITRADE, INC.6 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,394 | $56,485-33.8% | $185,823-79.9% | $86,799-56.9% |
| Participation rate | 94.9% | 65.5%+29.5pp | 81.7%+13.2pp | 72.3%+22.7pp |
| Annual return | 13.44% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,416 | $1,843-23.2% | $5,167-72.6% | $2,405-41.1% |
| Participant deferral / active EE | $4,263 | $2,553+67.0% | $5,568-23.4% | $4,131+3.2% |
| Admin fee / account holder | $81 | $150-45.5% | $16,237-99.5% | $170-51.9% |