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 | $21,078 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Investment Management | $402 |
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 | $370,528 | $89,355+314.7% | $141,162+162.5% | $72,985+407.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.18% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $22,679 | $3,114+628.2% | $4,735+379.0% | $2,440+829.5% |
| Participant deferral / active EE | $7,945 | $5,418+46.6% | $6,709+18.4% | $3,607+120.2% |
| Admin fee / account holder | $36,854 | $5,958+518.5% | $10,261+259.2% | $5,124+619.2% |