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 INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $70,754 |
M HOLDINGS SECURITIES INC6 years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,461 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,346 | $64,119+440.2% | $112,228+208.6% | $66,914+417.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.75% | -13.81%-1.9pp | 27.45%-43.2pp | 1.58%-17.3pp |
| Employer contribution / active EE | $15,918 | $3,005+429.7% | $3,635+338.0% | $2,544+525.7% |
| Participant deferral / active EE | $9,223 | $3,693+149.8% | $4,728+95.1% | $4,237+117.7% |
| Admin fee / account holder | $439 | $625-29.8% | $6,410-93.2% | $593-26.0% |