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 | $22,077 |
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 | $392,420 | $138,065+184.2% | $123,544+217.6% | $135,375+189.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.06% | 153.68%-152.6pp | 119.20%-118.1pp | 519.73%-518.7pp |
| Employer contribution / active EE | $20,991 | $5,151+307.5% | $4,628+353.6% | $4,779+339.3% |
| Participant deferral / active EE | $8,990 | $6,799+32.2% | $6,426+39.9% | $5,609+60.3% |
| Admin fee / account holder | $13,249 | $10,916+21.4% | $9,284+42.7% | $10,827+22.4% |