See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,392 |
Service code 27 4800 DEER LAKE DR. E · JACKSONVILLE, FL 32246 | Advisory (Plan) | $19,795 |
UNITED RETIREMENT INC2 years Filed as: UNITED RETIREMENT INC. Service code 13 P.O. BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $7,766 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,467 | $52,293-37.9% | $178,490-81.8% | $73,409-55.8% |
| Participation rate | 91.8% | 65.3%+26.4pp | 81.9%+9.8pp | 72.2%+19.6pp |
| Annual return | 23.02% | 34.75%-11.7pp | 151.07%-128.0pp | 59.29%-36.3pp |
| Employer contribution / active EE | $2,544 | $1,735+46.6% | $5,011-49.2% | $2,234+13.9% |
| Participant deferral / active EE | $5,212 | $2,332+123.5% | $5,202+0.2% | $3,805+37.0% |
| Admin fee / account holder | $188 | $127+47.4% | $13,984-98.7% | $158+18.9% |