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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,233 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $34,151 |
JAMES FOWLER7+ years Service code 99 PO BOX 489 · DALLAS, OR 97338 | Other Fees | $16,500 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $14,650 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,900 |
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 | $53,339 | $77,660-31.3% | $109,143-51.1% | $79,386-32.8% |
| Participation rate | 91.7% | 67.8%+23.9pp | 75.9%+15.8pp | 70.7%+21.0pp |
| Annual return | 14.17% | 23.44%-9.3pp | 25.75%-11.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $6,454 | $2,797+130.7% | $3,722+73.4% | $2,427+165.9% |
| Participant deferral / active EE | $5,425 | $3,518+54.2% | $4,653+16.6% | $4,046+34.1% |
| Admin fee / account holder | $365 | $732-50.2% | $6,752-94.6% | $626-41.8% |