Filed August 14, 2025
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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,972 |
Filed as: KESTRA INVESSTMENT SERVICES LLC Service code 55 | Other Commissions | $26,089 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $10,613 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,331 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SW PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $98,838 | $98,750+0.1% | $149,696-34.0% | $79,858+23.8% |
| Participation rate | 71.3% | 75.8%-4.5pp | 82.5%-11.2pp | 69.6%+1.6pp |
| Annual return | 16.45% | 27.43%-11.0pp | 276.60%-260.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,241 | $3,216-30.3% | $4,644-51.8% | $2,471-9.3% |
| Participant deferral / active EE | $11,663 | $5,680+105.3% | $6,842+70.5% | $3,740+211.8% |
| Admin fee / account holder | $523 | $6,053-91.4% | $9,309-94.4% | $5,306-90.1% |