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 INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $59,969 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $33,330 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 27 PO BOX 75599 · CHICAGO, IL 606755599 | Advisory (Plan) | $28,402 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,732 | $50,956+427.4% | $96,562+178.3% | $86,799+209.6% |
| Participation rate | 83.6% | 65.2%+18.4pp | 69.8%+13.8pp | 72.3%+11.4pp |
| Annual return | 15.01% | 21.27%-6.3pp | 37.78%-22.8pp | 97.91%-82.9pp |
| Employer contribution / active EE | $604 | $1,111-45.6% | $2,356-74.4% | $2,405-74.9% |
| Participant deferral / active EE | $10,159 | $2,954+243.9% | $3,849+163.9% | $4,131+145.9% |
| Admin fee / account holder | $125 | $166-24.6% | $6,181-98.0% | $170-26.2% |