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 |
|---|---|---|
OSTERWEIS CAPITAL MANAGEMENT4 years Service code 28 ONE MARITIME PLAZA · SAN FRANCISCO, CA 94111 | Investment Management | $125,705 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,586 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $166,999 | $62,928+165.4% | $172,739-3.3% | $67,579+147.1% |
| Participation rate | 79.3% | 64.5%+14.9pp | 82.6%-3.3pp | 71.3%+8.0pp |
| Annual return | 20.92% | 30.36%-9.4pp | 802.84%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $4,422 | $1,636+170.3% | $5,143-14.0% | $2,148+105.9% |
| Participant deferral / active EE | $3,794 | $2,145+76.9% | $5,198-27.0% | $3,539+7.2% |
| Admin fee / account holder | $309 | $167+85.2% | $13,954-97.8% | $142+116.8% |