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 | $39,721 |
ROPES & GRAY LLP1 year Service code 29 PO BOX 70280 · PHILADELPHIA, PA 19176 | Legal | $34,938 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 13 5707 SW PKWY BDLG 2 STE 400 · AUSTIN, TX 78735 | Contract Administrator | $27,500 |
RSM US LLP2 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $23,100 |
THE BENEFIT PRATICE6 years Service code 13 | Contract Administrator | $10,000 |
THE BENEFIT PRACTICE7 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,909 | $102,553+57.9% | $151,611+6.8% | $66,914+142.0% |
| Participation rate | 95.9% | 85.5%+10.4pp | 87.5%+8.4pp | 69.8%+26.1pp |
| Annual return | -15.27% | -10.82%-4.4pp | 3.33%-18.6pp | 1.58%-16.9pp |
| Employer contribution / active EE | $8,975 | $4,180+114.7% | $6,166+45.6% | $2,544+252.7% |
| Participant deferral / active EE | $16,032 | $6,641+141.4% | $8,363+91.7% | $4,237+278.4% |
| Admin fee / account holder | $446 | $630-29.2% | $11,616-96.2% | $593-24.9% |