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: FIRST- GREAT WEST LIFE & ANNUITY Service code 64 · EIN 42-0127290 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,839 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 13 5707 SW PKWY BDLG 2 STE 400 · AUSTIN, TX 78735 | Contract Administrator | $45,000 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 290 WEST MOUNT PLEASANT AVE · LIVINGSTON, NJ 07039 | Accounting | $21,000 |
THE BENEFIT PRATICE1 year Service code 13 | Contract Administrator | $9,301 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENURE · OMAHA, NE 68154 | Securities brokerage | $42 |
THE BENEFIT PRACTICE2 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $0 |
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 | $164,100 | $89,739+82.9% | $149,718+9.6% | $62,292+163.4% |
| Participation rate | 95.8% | 85.1%+10.7pp | 87.1%+8.7pp | 69.5%+26.3pp |
| Annual return | 20.58% | 21.01%-0.4pp | 1501.63%-1481.0pp | 28.90%-8.3pp |
| Employer contribution / active EE | $8,836 | $3,233+173.3% | $5,445+62.3% | $2,042+332.7% |
| Participant deferral / active EE | $14,402 | $4,797+200.2% | $6,569+119.2% | $3,169+354.5% |
| Admin fee / account holder | $442 | $551-19.9% | $11,283-96.1% | $479-7.9% |