See peer percentile detail. $4.99 for your first month.
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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 49 · EIN 84-0467907 | Other Services | $46,679 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $45,245 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISERS, INC. Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,297 | $59,584+83.4% | $86,874+25.8% | $79,386+37.7% |
| Participation rate | 66.8% | 67.7%-0.8pp | 71.6%-4.8pp | 70.7%-3.9pp |
| Annual return | 13.54% | 23.15%-9.6pp | 63.52%-50.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,252 | $1,768+27.4% | $2,495-9.7% | $2,427-7.2% |
| Participant deferral / active EE | $4,067 | $3,036+33.9% | $3,699+9.9% | $4,046+0.5% |
| Admin fee / account holder | $508 | $604-15.9% | $5,828-91.3% | $626-18.9% |