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 | $32,747 |
RETIREMENTPLANS.COM, LLC1 year Filed as: RETIREMENTPLANS.COM. LLC Service code 13 16051 ADDISON ROAD · ADDISON, TX 75001 | Contract Administrator | $28,127 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $16,436 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,656 |
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 | $135,028 | $44,873+200.9% | $79,464+69.9% | $56,287+139.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -3.30% | 0.81%-4.1pp | 718.14%-721.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $10,630 | $2,140+396.7% | $2,800+279.6% | $2,111+403.5% |
| Participant deferral / active EE | $4,712 | $2,746+71.6% | $3,704+27.2% | $3,350+40.7% |
| Admin fee / account holder | $212 | $418-49.3% | $5,113-95.8% | $521-59.3% |