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. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,895 |
Service code 14 · EIN 45-3983343 P.O. BOX 1193 · HELENA, MT 596241193 | Plan Administrator | $2,280 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON Service code 55 8 THIRD ST. NORTH · GREAT FALLS, MT 59401 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,267 | $89,739+105.3% | $149,718+23.1% | $62,292+195.8% |
| Participation rate | 87.0% | 85.1%+1.9pp | 87.1%-0.1pp | 69.5%+17.5pp |
| Annual return | 11.62% | 21.01%-9.4pp | 1501.63%-1490.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $10,228 | $3,233+216.4% | $5,445+87.9% | $2,042+400.8% |
| Participant deferral / active EE | $1,472 | $4,797-69.3% | $6,569-77.6% | $3,169-53.5% |
| Admin fee / account holder | $388 | $551-29.7% | $11,283-96.6% | $479-19.1% |