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 | $32,318 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS Service code 26 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Participants) | $16,383 |
Filed as: EMPOWER ADVISORY GRP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,337 |
Filed as: FLORIDA RETIREMENT CONS Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $2,475 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE INC Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,623 | $64,119-24.2% | $112,228-56.7% | $66,914-27.3% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.1%+19.1pp | 69.8%+24.3pp |
| Annual return | -25.73% | -13.81%-11.9pp | 27.45%-53.2pp | 1.58%-27.3pp |
| Employer contribution / active EE | $7,842 | $3,005+160.9% | $3,635+115.8% | $2,544+208.2% |
| Participant deferral / active EE | $8,458 | $3,693+129.0% | $4,728+78.9% | $4,237+99.6% |
| Admin fee / account holder | $219 | $625-64.9% | $6,410-96.6% | $593-63.1% |