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 INS CO Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $31,349 |
STRATEGIES LLC1+ years Service code 31 1900 WAZEE ST STE 1535 · DENVER, CO 80202 | Named fiduciary | $19,290 |
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 | $75,433 | $48,313+56.1% | $73,307+2.9% | $52,331+44.1% |
| Participation rate | 73.6% | 68.6%+5.0pp | 74.9%-1.3pp | 68.1%+5.5pp |
| Annual return | -1.37% | 3.85%-5.2pp | 5.67%-7.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,018 | $1,661+21.5% | $3,237-37.7% | $1,882+7.2% |
| Participant deferral / active EE | $4,261 | $4,189+1.7% | $4,991-14.6% | $3,022+41.0% |
| Admin fee / account holder | $519 | $404+28.5% | $5,637-90.8% | $592-12.3% |