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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILL, CO 80111 | Recordkeeping Fees | $21,047 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 12450 BRANTLEY COMMONS COURT · FORT MYERS, FL 33907 | Advisory (Participants) | $8,414 |
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 | $73,442 | $69,362+5.9% | $101,248-27.5% | $73,488-0.1% |
| Participation rate | 77.6% | 68.4%+9.2pp | 75.8%+1.8pp | 70.7%+6.9pp |
| Annual return | 36.58% | 18.46%+18.1pp | 46.47%-9.9pp | 28.51%+8.1pp |
| Employer contribution / active EE | $1,934 | $2,628-26.4% | $3,660-47.1% | $2,270-14.8% |
| Participant deferral / active EE | $5,990 | $3,300+81.5% | $4,370+37.1% | $3,740+60.2% |
| Admin fee / account holder | $265 | $704-62.3% | $5,945-95.5% | $513-48.3% |