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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $50,207 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $49,038 |
COWEN & COMPANY LLC1 year Filed as: COWEN EXECUTION SERVICES, LLC Service code 33 · EIN 84-1702964 | Direct payment from the plan; Securit... | $5,285 |
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 | $72,284 | $74,024-2.4% | $77,999-7.3% | $57,658+25.4% |
| Participation rate | 87.0% | 79.7%+7.3pp | 75.5%+11.5pp | 70.2%+16.8pp |
| Annual return | 10.85% | 12.14%-1.3pp | 425.96%-415.1pp | 5.13%+5.7pp |
| Employer contribution / active EE | $1,616 | $2,365-31.7% | $2,470-34.6% | $1,974-18.1% |
| Participant deferral / active EE | $2,921 | $3,533-17.3% | $3,497-16.5% | $3,061-4.6% |
| Admin fee / account holder | $143 | $93+53.9% | $5,480-97.4% | $95+51.7% |