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 | $62,505 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 4015 TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $25,490 |
PENSION PLAN SPECIALISTS, PC4+ years Service code 13 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $10,670 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,206 | $59,186+13.6% | $76,768-12.5% | $56,287+19.4% |
| Participation rate | 77.8% | 75.2%+2.6pp | 77.0%+0.8pp | 69.9%+7.9pp |
| Annual return | -1.66% | 6.62%-8.3pp | 2.43%-4.1pp | -9.96%+8.3pp |
| Employer contribution / active EE | $1,841 | $1,759+4.7% | $2,485-25.9% | $2,111-12.8% |
| Participant deferral / active EE | $5,107 | $3,255+56.9% | $3,852+32.6% | $3,350+52.5% |
| Admin fee / account holder | $532 | $489+8.8% | $6,675-92.0% | $521+2.1% |