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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $41,456 |
STRATEGIES LLC3+ years Service code 31 1900 WAZEE ST STE 1535 · DENVER, CO 80202 | Named fiduciary | $20,702 |
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 | $88,344 | $59,535+48.4% | $90,160-2.0% | $62,292+41.8% |
| Participation rate | 75.2% | 73.0%+2.2pp | 76.9%-1.7pp | 69.5%+5.7pp |
| Annual return | 14.60% | 23.53%-8.9pp | 34.88%-20.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,257 | $1,826+23.6% | $3,318-32.0% | $2,042+10.5% |
| Participant deferral / active EE | $4,056 | $4,639-12.6% | $5,288-23.3% | $3,169+28.0% |
| Admin fee / account holder | $603 | $337+79.3% | $5,943-89.8% | $479+25.9% |