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 | $72,311 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SVCS Service code 99 · EIN 51-0116113 | Other Fees | $0 |
Service code 99 · EIN 84-0467907 735 W. ALLUVIAL AVE., SUITE 101 · FRESNO, CA 93711 | Other Fees | $0 |
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 | $50,143 | $59,263-15.4% | $96,562-48.1% | $79,386-36.8% |
| Participation rate | 96.9% | 61.9%+35.0pp | 69.8%+27.1pp | 70.7%+26.2pp |
| Annual return | 16.96% | 27.07%-10.1pp | 37.78%-20.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $908 | $1,216-25.3% | $2,356-61.5% | $2,427-62.6% |
| Participant deferral / active EE | $3,293 | $2,948+11.7% | $3,849-14.4% | $4,046-18.6% |
| Admin fee / account holder | $310 | $658-52.9% | $6,181-95.0% | $626-50.5% |