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 6-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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $62,889 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $56,558 |
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 53 · EIN 11-3018002 | Insurance Commissions | $35,615 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $32,114 |
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 | $28,025 | $47,456-40.9% | $172,739-83.8% | $77,787-64.0% |
| Participation rate | 96.9% | 66.3%+30.6pp | 82.6%+14.2pp | 73.2%+23.7pp |
| Annual return | 23.12% | 35.57%-12.5pp | 802.84%-779.7pp | 32.57%-9.5pp |
| Employer contribution / active EE | $1,385 | $1,574-12.0% | $5,143-73.1% | $2,504-44.7% |
| Participant deferral / active EE | $4,043 | $2,560+58.0% | $5,198-22.2% | $3,967+1.9% |
| Admin fee / account holder | $37 | $81-54.7% | $13,954-99.7% | $100-63.4% |