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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,284 |
Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $70,435 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,843 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL + HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,300 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,922 | $104,475+122.0% | $159,436+45.5% | $79,386+192.1% |
| Participation rate | 89.1% | 76.6%+12.5pp | 82.8%+6.3pp | 70.7%+18.4pp |
| Annual return | 13.20% | 67.95%-54.7pp | 263.57%-250.4pp | 116.85%-103.6pp |
| Employer contribution / active EE | $6,776 | $3,417+98.3% | $4,829+40.3% | $2,427+179.1% |
| Participant deferral / active EE | $8,468 | $6,467+30.9% | $7,352+15.2% | $4,046+109.3% |
| Admin fee / account holder | $799 | $711+12.4% | $10,799-92.6% | $626+27.6% |