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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,540 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 4015 TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $28,629 |
GEFFEN MESHER3+ years Filed as: GEFFEN MESHER AND CO., P.C. Service code 10 · EIN 93-1042710 888 SW 5TH AVENUE, STE 800 · PORTLAND, OR 97204 | Accounting | $12,750 |
PENSION PLAN SPECIALISTS, PC3+ years Service code 13 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $11,234 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,084 | $64,909+15.7% | $82,313-8.8% | $62,292+20.5% |
| Participation rate | 80.5% | 74.9%+5.6pp | 76.9%+3.6pp | 69.5%+11.0pp |
| Annual return | 34.28% | 21.18%+13.1pp | 25.88%+8.4pp | 28.90%+5.4pp |
| Employer contribution / active EE | $1,818 | $1,676+8.5% | $2,428-25.1% | $2,042-11.0% |
| Participant deferral / active EE | $5,105 | $3,103+64.5% | $3,706+37.7% | $3,169+61.1% |
| Admin fee / account holder | $510 | $440+16.1% | $5,608-90.9% | $479+6.4% |