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 CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,234 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 55 1 NORTH JEFFERSON AVE · ST. LOUIS, MO 63103 | Other Commissions | $49,742 |
SAN DIEGO PENSION CONSULTANTS5+ years Filed as: SAN DIEGO PENSION CONSULTANTS,INC. Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,774 |
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 | $49,757 | $69,159-28.1% | $125,175-60.2% | $67,579-26.4% |
| Participation rate | 70.1% | 78.2%-8.1pp | 79.8%-9.7pp | 71.3%-1.2pp |
| Annual return | 26.68% | 27.12%-0.4pp | 43.79%-17.1pp | 378.56%-351.9pp |
| Employer contribution / active EE | $1,352 | $2,023-33.2% | $3,865-65.0% | $2,148-37.0% |
| Participant deferral / active EE | $4,389 | $3,700+18.6% | $4,937-11.1% | $3,539+24.0% |
| Admin fee / account holder | $225 | $142+58.6% | $9,702-97.7% | $142+58.0% |