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 7333 E DOUBLETREE RANCH ST. 120 · SCOTTSDALE, AZ 85258 | Other Commissions | $79,429 |
CHARLES SCHWAB & CO., INC.3 years Service code 27 | Advisory (Plan) | $0 |
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping 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 | $94,648 | $56,485+67.6% | $185,823-49.1% | $86,799+9.0% |
| Participation rate | 90.5% | 65.5%+25.1pp | 81.7%+8.8pp | 72.3%+18.3pp |
| Annual return | 13.94% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-84.0pp |
| Employer contribution / active EE | $4,101 | $1,843+122.5% | $5,167-20.6% | $2,405+70.5% |
| Participant deferral / active EE | $5,892 | $2,553+130.8% | $5,568+5.8% | $4,131+42.6% |
| Admin fee / account holder | $158 | $150+5.9% | $16,237-99.0% | $170-6.6% |