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 5-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 |
|---|---|---|
SECURITIES AMERICA INC1+ years Service code 55 · EIN 11-2551174 | Other Commissions | $78,559 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $2,835 |
PREMIER TRUST1+ years Service code 25 · EIN 88-0501761 | Directed Trustee | $2,000 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $270 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS, LL Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,792 | $86,286+122.3% | $111,297+72.3% | $85,850+123.4% |
| Participation rate | 95.0% | 73.3%+21.7pp | 77.3%+17.7pp | 69.3%+25.7pp |
| Annual return | 14.30% | 19.99%-5.7pp | 54.65%-40.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,738 | $2,043-14.9% | $2,731-36.4% | $2,565-32.3% |
| Participant deferral / active EE | $13,079 | $3,641+259.3% | $4,487+191.5% | $3,952+231.0% |
| Admin fee / account holder | $99 | $8,188-98.8% | $7,964-98.8% | $6,260-98.4% |