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 | $119,608 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $38,478 |
LPL FINANCIAL1 year Service code 16 PO BOX 502533 · SAN DIEGO, CA 92150 | Consulting | $9,519 |
Service code 14 800 S 3RD ST · MONTROSE, CO 81401 | Plan Administrator | $9,000 |
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 | $32,616 | $46,173-29.4% | $170,442-80.9% | $69,631-53.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 14.42% | 21.62%-7.2pp | 205.93%-191.5pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $1,677 | $1,610+4.2% | $5,433-69.1% | $2,032-17.5% |
| Participant deferral / active EE | $3,168 | $2,080+52.3% | $4,939-35.9% | $3,224-1.7% |
| Admin fee / account holder | $194 | $116+67.2% | $13,880-98.6% | $110+75.5% |