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 | $71,035 |
Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $61,768 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,160 | $101,317+121.2% | $146,958+52.5% | $74,495+200.9% |
| Participation rate | 85.6% | 75.5%+10.1pp | 82.2%+3.4pp | 67.2%+18.4pp |
| Annual return | 16.67% | 8730.91%-8714.2pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $3,151 | $3,810-17.3% | $4,933-36.1% | $2,623+20.1% |
| Participant deferral / active EE | $8,083 | $7,303+10.7% | $8,070+0.2% | $4,346+86.0% |
| Admin fee / account holder | $736 | $1,739-57.7% | $12,998-94.3% | $1,942-62.1% |