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 |
|---|---|---|
Service code 33 · EIN 46-4428319 | Securities brokerage | $3,382 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,425 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $734 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $287,006 | $55,453+417.6% | $170,442+68.4% | $62,292+360.7% |
| Participation rate | 94.3% | 66.4%+27.9pp | 83.6%+10.7pp | 69.5%+24.8pp |
| Annual return | 17.16% | 21.38%-4.2pp | 205.93%-188.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $21,110 | $2,164+875.6% | $5,433+288.6% | $2,042+933.7% |
| Participant deferral / active EE | $14,366 | $2,303+523.8% | $4,939+190.8% | $3,169+353.3% |
| Admin fee / account holder | $34 | $455-92.6% | $13,880-99.8% | $479-93.0% |