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 9-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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,797 |
Filed as: ALEXANDER & COMPANY CPAS PSC Service code 10 2707 BRECKENRIDGE ST STE 1 · OWENSBORO, KY 42303 | Accounting | $7,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,768 | $84,936+75.2% | $111,297+33.7% | $79,386+87.4% |
| Participation rate | 89.9% | 75.9%+14.0pp | 77.3%+12.6pp | 70.7%+19.2pp |
| Annual return | 18.48% | 17.45%+1.0pp | 54.65%-36.2pp | 116.85%-98.4pp |
| Employer contribution / active EE | $1,227 | $1,979-38.0% | $2,731-55.1% | $2,427-49.4% |
| Participant deferral / active EE | $3,461 | $3,888-11.0% | $4,487-22.9% | $4,046-14.5% |
| Admin fee / account holder | $287 | $537-46.5% | $7,964-96.4% | $626-54.1% |