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 |
|---|---|---|
Service code 55 · EIN 86-0588303 7333 E DOUBLETREE RANCH RD. STE 120 · SCOTTSDALE, AZ 85258 | Other Commissions | $16,891 |
Filed as: GREATWEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD RD. · 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,489 | $150,440+168.2% | $136,294+196.0% | $147,584+173.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.53% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $24,275 | $5,256+361.8% | $4,695+417.0% | $4,876+397.8% |
| Participant deferral / active EE | $9,245 | $6,630+39.4% | $6,247+48.0% | $5,439+70.0% |
| Admin fee / account holder | $26,845 | $10,905+146.2% | $9,243+190.4% | $10,885+146.6% |