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 AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,243 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $7,131 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,291 | $111,491-10.9% | $189,513-47.6% | $86,799+14.4% |
| Participation rate | 86.8% | 87.3%-0.6pp | 87.8%-1.1pp | 72.3%+14.5pp |
| Annual return | 32.74% | 83.50%-50.8pp | 555.15%-522.4pp | 97.91%-65.2pp |
| Employer contribution / active EE | $4,084 | $3,951+3.4% | $6,162-33.7% | $2,405+69.8% |
| Participant deferral / active EE | $9,467 | $6,437+47.1% | $8,221+15.2% | $4,131+129.2% |
| Admin fee / account holder | $29 | $189-84.5% | $12,045-99.8% | $170-82.8% |