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 9-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: FRONTIER WEALTH ENTERPRISES Service code 27 4435 MAIN ST STE 650 · KANSAS CITY, MO 64111 | Advisory (Plan) | $17,303 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $11,955 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,357 |
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 | $34,432 | $54,573-36.9% | $90,951-62.1% | $73,488-53.1% |
| Participation rate | 93.0% | 61.2%+31.8pp | 69.0%+24.0pp | 70.7%+22.3pp |
| Annual return | 20.13% | 16.69%+3.4pp | 134.60%-114.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $5,348 | $991+439.5% | $2,122+152.1% | $2,270+135.6% |
| Participant deferral / active EE | $2,789 | $2,517+10.8% | $3,373-17.3% | $3,740-25.4% |
| Admin fee / account holder | $250 | $521-52.1% | $5,959-95.8% | $513-51.3% |