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 | $6,888 |
Service code 14 · EIN 45-3983343 P.O. BOX 1193 · HELENA, MT 596241193 | Plan Administrator | $1,700 |
DA DAVIDSON & CO2 years 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.)
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 | $197,530 | $79,523+148.4% | $140,016+41.1% | $56,287+250.9% |
| Participation rate | 87.9% | 85.7%+2.1pp | 87.5%+0.4pp | 69.9%+18.0pp |
| Annual return | 6.75% | 2.39%+4.4pp | 651.12%-644.4pp | -9.96%+16.7pp |
| Employer contribution / active EE | $10,717 | $3,350+219.9% | $5,606+91.2% | $2,111+407.7% |
| Participant deferral / active EE | $1,340 | $5,129-73.9% | $6,927-80.7% | $3,350-60.0% |
| Admin fee / account holder | $427 | $614-30.4% | $10,705-96.0% | $521-17.9% |