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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $127,392 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC. Service code 27 · EIN 74-3257877 | Advisory (Plan) | $75,833 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS5 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
NUVEEN5 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,143 | $104,475+211.2% | $159,436+103.9% | $79,386+309.6% |
| Participation rate | 97.9% | 76.6%+21.3pp | 82.8%+15.1pp | 70.7%+27.2pp |
| Annual return | 13.03% | 67.95%-54.9pp | 263.57%-250.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $7,744 | $3,417+126.7% | $4,829+60.4% | $2,427+219.0% |
| Participant deferral / active EE | $6,297 | $6,467-2.6% | $7,352-14.3% | $4,046+55.7% |
| Admin fee / account holder | $1,068 | $711+50.2% | $10,799-90.1% | $626+70.5% |