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 | $42,564 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 4015 TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $37,114 |
GEFFEN MESHER3 years Filed as: GEFFEN MESHER AND CO. PC Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $15,250 |
PENSION PLAN SPECIALISTS, PC7+ years Service code 13 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $12,215 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,254 |
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 | $89,870 | $84,936+5.8% | $111,297-19.3% | $79,386+13.2% |
| Participation rate | 75.8% | 75.9%0pp | 77.3%-1.5pp | 70.7%+5.1pp |
| Annual return | 12.83% | 17.45%-4.6pp | 54.65%-41.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,961 | $1,979-0.9% | $2,731-28.2% | $2,427-19.2% |
| Participant deferral / active EE | $5,673 | $3,888+45.9% | $4,487+26.4% | $4,046+40.2% |
| Admin fee / account holder | $596 | $537+10.9% | $7,964-92.5% | $626-4.9% |