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 |
|---|---|---|
Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $55,461 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,561 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,947 |
RANDALL & HURLEY, INC.1 year Filed as: RANDALL + HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $217,714 | $99,957+117.8% | $149,696+45.4% | $73,488+196.3% |
| Participation rate | 85.3% | 75.7%+9.6pp | 82.5%+2.8pp | 70.7%+14.6pp |
| Annual return | 15.34% | 53.87%-38.5pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $4,548 | $3,191+42.5% | $4,644-2.1% | $2,270+100.3% |
| Participant deferral / active EE | $7,176 | $6,073+18.2% | $6,842+4.9% | $3,740+91.9% |
| Admin fee / account holder | $518 | $551-5.9% | $9,309-94.4% | $513+1.0% |