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 & ANNITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,166 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $8,485 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC. Service code 13 | Contract Administrator | $4,675 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,112 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $942 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE INC Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,876 | $70,908-11.3% | $98,907-36.4% | $73,488-14.4% |
| Participation rate | 54.8% | 73.8%-19.0pp | 76.0%-21.2pp | 70.7%-15.9pp |
| Annual return | 11.70% | 34.17%-22.5pp | 196.43%-184.7pp | 28.51%-16.8pp |
| Employer contribution / active EE | $681 | $2,036-66.6% | $2,689-74.7% | $2,270-70.0% |
| Participant deferral / active EE | $2,213 | $3,500-36.8% | $4,244-47.9% | $3,740-40.8% |
| Admin fee / account holder | $289 | $535-46.0% | $6,642-95.7% | $513-43.7% |