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 | $71,640 |
Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $57,421 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,847 |
WIPFLI LLP6 years Service code 10 · EIN 39-0758449 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $6,713 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL + HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $2,100 |
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 | $184,697 | $91,407+102.1% | $135,903+35.9% | $71,457+158.5% |
| Participation rate | 84.2% | 75.7%+8.5pp | 81.9%+2.3pp | 67.9%+16.2pp |
| Annual return | 15.11% | 29.90%-14.8pp | 68.23%-53.1pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,211 | $3,703-13.3% | $4,856-33.9% | $2,588+24.1% |
| Participant deferral / active EE | $8,345 | $7,092+17.7% | $7,758+7.6% | $4,289+94.6% |
| Admin fee / account holder | $702 | $1,266-44.5% | $10,762-93.5% | $1,587-55.8% |