See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $40,847 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $35,684 |
COWEN & COMPANY LLC1 year Filed as: COWEN EXECUTION SERVICES, LLC Service code 33 · EIN 84-1702964 | Direct payment from the plan; Securit... | $5,285 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,394 | $74,024+104.5% | $77,999+94.1% | $57,658+162.6% |
| Participation rate | 95.2% | 79.7%+15.4pp | 75.5%+19.7pp | 70.2%+25.0pp |
| Annual return | 10.70% | 12.14%-1.4pp | 425.96%-415.3pp | 5.13%+5.6pp |
| Employer contribution / active EE | $3,346 | $2,365+41.5% | $2,470+35.5% | $1,974+69.5% |
| Participant deferral / active EE | $6,884 | $3,533+94.9% | $3,497+96.9% | $3,061+124.9% |
| Admin fee / account holder | $161 | $93+72.8% | $5,480-97.1% | $95+70.3% |