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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $283,314 |
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $39,813 |
INNOVEST PORTFOLIO SOLUTIONS LLC2+ years Service code 28 · EIN 84-1612955 | Investment Management | $26,250 |
RUBINBROWN LLP2+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $12,000 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $150 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,668 | $68,408+60.3% | $57,179+91.8% | $57,658+90.2% |
| Participation rate | 91.9% | 79.1%+12.8pp | 75.3%+16.6pp | 70.2%+21.7pp |
| Annual return | 7.04% | 8.51%-1.5pp | 14.59%-7.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $3,869 | $2,869+34.9% | $2,682+44.3% | $1,974+96.0% |
| Participant deferral / active EE | $4,276 | $2,903+47.3% | $3,096+38.1% | $3,061+39.7% |
| Admin fee / account holder | $314 | $70+350.7% | $3,139-90.0% | $95+232.1% |