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 · EIN 59-2937883 | Advisory (Plan) | $5,180 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $3,465 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $2,704 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
PLANNING CORP OF AMERICA3 years Filed as: PLANNING CORP. OF AMERICA Service code 27 · EIN 59-1199408 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,522 | $61,156+31.7% | $185,823-56.7% | $79,386+1.4% |
| Participation rate | 93.9% | 66.6%+27.3pp | 81.7%+12.2pp | 70.7%+23.2pp |
| Annual return | 14.26% | 19.45%-5.2pp | 122.05%-107.8pp | 116.85%-102.6pp |
| Employer contribution / active EE | $2,462 | $2,321+6.1% | $5,167-52.4% | $2,427+1.4% |
| Participant deferral / active EE | $4,425 | $2,789+58.7% | $5,568-20.5% | $4,046+9.4% |
| Admin fee / account holder | $33 | $710-95.4% | $16,237-99.8% | $626-94.7% |