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 | $26,014 |
MONARCH PLAN ADVISORS5 years Filed as: MONARCH CORPORATE ADVISORS Service code 27 40 WEST EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $20,000 |
QBI, LLC9+ years Service code 13 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $5,092 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 | Contract Administrator | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,199 | $82,978+9.9% | $129,995-29.8% | $71,457+27.6% |
| Participation rate | 95.1% | 74.1%+21.0pp | 78.5%+16.6pp | 67.9%+27.2pp |
| Annual return | 16.23% | 20.60%-4.4pp | -137.18%+153.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,446 | $2,622-6.7% | $4,320-43.4% | $2,588-5.5% |
| Participant deferral / active EE | $7,990 | $4,432+80.3% | $5,820+37.3% | $4,289+86.3% |
| Admin fee / account holder | $202 | $1,729-88.3% | $10,614-98.1% | $1,587-87.3% |