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: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,356 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $18,785 |
FSW&B CPA'S LLC5+ years Service code 10 · EIN 46-4019637 | Accounting | $9,800 |
PASI, LLC6+ years Service code 13 | Contract Administrator | $6,262 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,973 |
PASI, LLC6+ years Filed as: PASI LLC Service code 13 · EIN 26-1407927 | Contract Administrator | $475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,869 | $54,590-10.5% | $81,930-40.4% | $73,488-33.5% |
| Participation rate | 85.9% | 68.3%+17.6pp | 72.0%+13.9pp | 70.7%+15.3pp |
| Annual return | 9.59% | 17.74%-8.1pp | 29.49%-19.9pp | 28.51%-18.9pp |
| Employer contribution / active EE | $965 | $1,636-41.0% | $4,310-77.6% | $2,270-57.5% |
| Participant deferral / active EE | $2,462 | $2,759-10.8% | $7,107-65.4% | $3,740-34.2% |
| Admin fee / account holder | $403 | $592-32.0% | $5,158-92.2% | $513-21.5% |