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 Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,889 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $37,797 |
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 | $30,416 | $36,916-17.6% | $156,549-80.6% | $57,658-47.2% |
| Participation rate | 96.9% | 63.4%+33.4pp | 84.0%+12.9pp | 70.2%+26.6pp |
| Annual return | 8.27% | 12.38%-4.1pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,645 | $1,571+4.8% | $5,501-70.1% | $1,974-16.6% |
| Participant deferral / active EE | $3,118 | $1,926+61.9% | $4,871-36.0% | $3,061+1.9% |
| Admin fee / account holder | $157 | $82+90.4% | $13,027-98.8% | $95+66.1% |