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 8-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 INSURANC Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $102,642 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $58,123 |
JOY KONG4 years Service code 16 48030 LEONTINE CT · FREMONT, CA 94539 | Consulting | $23,788 |
GEYER1 year Service code 99 5803 STAFFANSON RD · BOZEMAN, MT 59718 | Other Fees | $5,198 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,955 | $144,996-24.9% | $111,297-2.1% | $93,030+17.1% |
| Participation rate | 85.0% | 86.2%-1.1pp | 77.3%+7.7pp | 73.9%+11.1pp |
| Annual return | 11.95% | 18.26%-6.3pp | 54.65%-42.7pp | 158.70%-146.7pp |
| Employer contribution / active EE | $3,520 | $3,056+15.2% | $2,731+28.9% | $2,706+30.1% |
| Participant deferral / active EE | $4,748 | $5,587-15.0% | $4,487+5.8% | $4,562+4.1% |
| Admin fee / account holder | $98 | $103-5.6% | $7,964-98.8% | $152-35.6% |