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 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $19,593 |
Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $13,133 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,397 | $65,061-56.4% | $143,757-80.2% | $66,914-57.6% |
| Participation rate | 71.7% | 65.2%+6.5pp | 80.3%-8.6pp | 69.8%+1.9pp |
| Annual return | -13.69% | -11.14%-2.6pp | -0.04%-13.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,667 | $2,361-29.4% | $4,951-66.3% | $2,544-34.5% |
| Participant deferral / active EE | $1,456 | $2,919-50.1% | $5,637-74.2% | $4,237-65.6% |
| Admin fee / account holder | $237 | $502-52.8% | $14,673-98.4% | $593-60.1% |