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 |
|---|---|---|
STRATEGIES LLC1 year Filed as: STRATEGIES, LLC Service code 31 1900 WAZEE ST STE 1535 · DENVER, CO 80202 | Named fiduciary | $29,198 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,821 | $61,214+22.2% | $83,333-10.2% | $56,287+32.9% |
| Participation rate | 73.4% | 72.6%+0.9pp | 77.8%-4.3pp | 69.9%+3.6pp |
| Annual return | -6.91% | 0.42%-7.3pp | 10.63%-17.5pp | -9.96%+3.1pp |
| Employer contribution / active EE | $2,181 | $1,925+13.3% | $3,379-35.4% | $2,111+3.3% |
| Participant deferral / active EE | $3,976 | $5,091-21.9% | $5,565-28.5% | $3,350+18.7% |
| Admin fee / account holder | $332 | $512-35.1% | $7,510-95.6% | $521-36.3% |