See peer percentile detail. $4.99 for your first month.
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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 COMPANY Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,949 |
Service code 27 · EIN 20-2047444 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $44,559 |
RUDD & COMPANY PLLC7+ years Service code 12 · EIN 82-0467399 725 S WOODRUFF AVE · IDAHO FALLS, ID 834031895 | Recordkeeping fees; Direct payment fr... | $11,000 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,425 | $77,660-37.6% | $109,143-55.6% | $79,386-39.0% |
| Participation rate | 87.4% | 67.8%+19.6pp | 75.9%+11.6pp | 70.7%+16.7pp |
| Annual return | 20.54% | 23.44%-2.9pp | 25.75%-5.2pp | 116.85%-96.3pp |
| Employer contribution / active EE | $1,261 | $2,797-54.9% | $3,722-66.1% | $2,427-48.0% |
| Participant deferral / active EE | $3,949 | $3,518+12.3% | $4,653-15.1% | $4,046-2.4% |
| Admin fee / account holder | $374 | $732-48.9% | $6,752-94.5% | $626-40.3% |