See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,537 |
Filed as: GREAT WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,034 |
EMPLOYEE BENEFITS GROUP, LLC3 years Service code 13 · EIN 73-1554797 | Contract Administrator | $5,932 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $893 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,971 | $66,124-47.1% | $90,404-61.3% | $73,488-52.4% |
| Participation rate | 93.0% | 69.7%+23.4pp | 72.7%+20.4pp | 70.7%+22.4pp |
| Annual return | 14.13% | 17.65%-3.5pp | 1293.02%-1278.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,120 | $2,346-52.3% | $3,262-65.7% | $2,270-50.7% |
| Participant deferral / active EE | $1,804 | $3,039-40.6% | $3,963-54.5% | $3,740-51.8% |
| Admin fee / account holder | $174 | $396-56.0% | $5,611-96.9% | $513-66.0% |