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 |
|---|---|---|
ROWE WEALTH MANAGEMENT LLC2 years Service code 33 · EIN 46-4428319 | Securities brokerage | $6,273 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,440 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,337 |
FARNAM STREET INVESTMENTS LLC1 year Service code 33 · EIN 27-1611886 | Securities brokerage | $150 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $249,716 | $47,977+420.5% | $154,107+62.0% | $56,287+343.7% |
| Participation rate | 85.1% | 66.2%+18.9pp | 83.0%+2.1pp | 69.9%+15.3pp |
| Annual return | -5.92% | 3.54%-9.5pp | 735.12%-741.0pp | -9.96%+4.0pp |
| Employer contribution / active EE | $12,875 | $2,169+493.7% | $5,298+143.0% | $2,111+509.9% |
| Participant deferral / active EE | $13,680 | $2,392+471.9% | $5,081+169.3% | $3,350+308.4% |
| Admin fee / account holder | $49 | $438-88.8% | $13,411-99.6% | $521-90.6% |