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 | $40,286 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $764 |
PENSION ASSURANCE LLP7+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 1600 VALLEY RIVER DR STE 340 · EUGENE, OR 97401 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,450 | $84,936-25.3% | $111,297-43.0% | $79,386-20.1% |
| Participation rate | 73.8% | 75.9%-2.1pp | 77.3%-3.5pp | 70.7%+3.1pp |
| Annual return | 16.28% | 17.45%-1.2pp | 54.65%-38.4pp | 116.85%-100.6pp |
| Employer contribution / active EE | $405 | $1,979-79.5% | $2,731-85.2% | $2,427-83.3% |
| Participant deferral / active EE | $2,630 | $3,888-32.3% | $4,487-41.4% | $4,046-35.0% |
| Admin fee / account holder | $219 | $537-59.2% | $7,964-97.2% | $626-65.0% |