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 49 · EIN 84-0467907 | Other Services | $39,731 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $18,970 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISERS, INC. Service code 99 · EIN 47-2342699 | Other Fees | $0 |
NUVEEN2 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0655816 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 51-0071687 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,315 | $121,341-28.0% | $189,513-53.9% | $79,386+10.0% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.8%+8.6pp | 70.7%+25.7pp |
| Annual return | 15.58% | 21.08%-5.5pp | 555.15%-539.6pp | 116.85%-101.3pp |
| Employer contribution / active EE | $2,564 | $3,915-34.5% | $6,162-58.4% | $2,427+5.6% |
| Participant deferral / active EE | $4,672 | $6,395-26.9% | $8,221-43.2% | $4,046+15.5% |
| Admin fee / account holder | $333 | $651-48.9% | $12,045-97.2% | $626-46.9% |