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 AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $242,598 |
INNOVEST PORTFOLIO SOLUTIONS LLC3+ years Service code 28 · EIN 84-1612955 | Investment Management | $44,632 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,795 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $12,200 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $330 |
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 | $122,247 | $74,552+64.0% | $62,995+94.1% | $69,631+75.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.08% | 15.77%-1.7pp | 87.57%-73.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $6,836 | $2,929+133.4% | $2,759+147.8% | $2,032+236.4% |
| Participant deferral / active EE | $2,723 | $2,974-8.4% | $3,329-18.2% | $3,224-15.5% |
| Admin fee / account holder | $280 | $59+371.7% | $3,600-92.2% | $110+153.7% |