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 COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,105 |
MONARCH PLAN ADVISORS4 years Filed as: MONARCH CORPORATE ADVISORS Service code 27 40 WEST EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $20,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 | Contract Administrator | $5,000 |
QBI, LLC8+ years Service code 13 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $1,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,431 | $86,655-3.7% | $119,609-30.2% | $66,914+24.7% |
| Participation rate | 94.7% | 75.6%+19.1pp | 79.3%+15.4pp | 69.8%+24.9pp |
| Annual return | -15.96% | -8.00%-8.0pp | -14.97%-1.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,169 | $2,536-14.5% | $4,232-48.8% | $2,544-14.8% |
| Participant deferral / active EE | $7,396 | $4,358+69.7% | $5,602+32.0% | $4,237+74.6% |
| Admin fee / account holder | $161 | $755-78.6% | $10,323-98.4% | $593-72.8% |