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 | $35,949 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $7,500 |
Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $7,250 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS5 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,017 | $60,488+43.9% | $109,895-20.8% | $79,386+9.6% |
| Participation rate | 98.8% | 67.0%+31.8pp | 74.2%+24.6pp | 70.7%+28.1pp |
| Annual return | 13.13% | 189.57%-176.4pp | 29.45%-16.3pp | 116.85%-103.7pp |
| Employer contribution / active EE | $2,172 | $1,649+31.7% | $2,842-23.6% | $2,427-10.5% |
| Participant deferral / active EE | $3,122 | $3,220-3.1% | $4,048-22.9% | $4,046-22.8% |
| Admin fee / account holder | $237 | $605-60.9% | $6,066-96.1% | $626-62.2% |