Filed May 6, 2026
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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $63,782 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $16,685 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,392 |
BLACKROCK5 years Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
COHEN & STEERS4 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS5 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
IVY FUNDS5 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS5 years Service code 52 · EIN 13-3352347 | Indirect Investment Fees | $0 |
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 | $100,600 | $104,475-3.7% | $159,436-36.9% | $79,386+26.7% |
| Participation rate | 96.3% | 76.6%+19.6pp | 82.8%+13.4pp | 70.7%+25.6pp |
| Annual return | 14.32% | 67.95%-53.6pp | 263.57%-249.2pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,932 | $3,417-43.5% | $4,829-60.0% | $2,427-20.4% |
| Participant deferral / active EE | $5,770 | $6,467-10.8% | $7,352-21.5% | $4,046+42.6% |
| Admin fee / account holder | $284 | $711-60.0% | $10,799-97.4% | $626-54.6% |