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 13 · EIN 13-5674085 | Contract Administrator | $13,653 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $2,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,903 | $138,044-37.8% | $125,339-31.5% | $134,475-36.1% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.5pp | 81.2%-22.4pp |
| Annual return | -15.90% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,078 | $5,243-41.3% | $4,814-36.0% | $4,740-35.1% |
| Participant deferral / active EE | $7,169 | $7,799-8.1% | $7,446-3.7% | $6,400+12.0% |
| Admin fee / account holder | $326 | $11,571-97.2% | $10,010-96.7% | $11,426-97.1% |