See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,258 |
WEALTHPLAN ADVISORS LLC2 years Service code 27 7272 E INDIAN SCHOOL RD STE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $13,394 |
Filed as: NATIONAL BENEFIT SERVICES,LLC Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $13,165 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,919 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,730 | $51,197-40.0% | $82,719-62.8% | $66,914-54.1% |
| Participation rate | 70.5% | 67.8%+2.7pp | 72.6%-2.0pp | 69.8%+0.7pp |
| Annual return | -14.35% | -9.64%-4.7pp | 701.18%-715.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $3,914 | $2,611+49.9% | $3,009+30.1% | $2,544+53.8% |
| Participant deferral / active EE | $2,489 | $3,458-28.0% | $4,395-43.4% | $4,237-41.3% |
| Admin fee / account holder | $327 | $416-21.2% | $5,329-93.9% | $593-44.8% |