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: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58,962 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON STREET · CHARLOTTE, NC 28081 | Other Commissions | $43,427 |
LEBENSON ACTUARIAL SERVICES7+ years Filed as: LEBENSON ACTUARIAL SERVICES INC Service code 13 8485 WEST SUNSET RD UNIT 200 · LAS VEGAS, NV 89113 | Contract Administrator | $20,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,000 |
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 | $79,961 | $59,263+34.9% | $96,562-17.2% | $79,386+0.7% |
| Participation rate | 88.0% | 61.9%+26.1pp | 69.8%+18.2pp | 70.7%+17.3pp |
| Annual return | 12.17% | 27.07%-14.9pp | 37.78%-25.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,538 | $1,216+26.5% | $2,356-34.7% | $2,427-36.6% |
| Participant deferral / active EE | $5,518 | $2,948+87.2% | $3,849+43.4% | $4,046+36.4% |
| Admin fee / account holder | $227 | $658-65.5% | $6,181-96.3% | $626-63.8% |