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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,870 |
EIDE BAILLY LLP3 years Service code 10 P.O. BOX 1914 · BISMARCK, ND 58502 | Accounting | $12,100 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $8,522 |
PENSION ASSURANCE LLP8+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $5,562 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,346 | $42,894-68.9% | $60,874-78.1% | $68,494-80.5% |
| Participation rate | 91.0% | 66.8%+24.2pp | 73.1%+17.9pp | 67.9%+23.1pp |
| Annual return | -19.55% | -13.98%-5.6pp | 16.90%-36.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,023 | $1,978+2.3% | $2,701-25.1% | $2,596-22.1% |
| Participant deferral / active EE | $2,653 | $2,867-7.5% | $3,817-30.5% | $4,027-34.1% |
| Admin fee / account holder | $351 | $3,101-88.7% | $3,224-89.1% | $5,403-93.5% |