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 INS. & ANNUITY CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,009 | $28,416+160.4% | $73,545+0.6% | $69,631+6.3% |
| Participation rate | 15.6% | 38.3%-22.7pp | 54.9%-39.3pp | 70.7%-55.0pp |
| Annual return | 16.46% | -694.13%+710.6pp | -15.16%+31.6pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $486 | $430+13.0% | $1,219-60.1% | $2,032-76.1% |
| Participant deferral / active EE | $885 | $897-1.3% | $1,806-51.0% | $3,224-72.5% |
| Admin fee / account holder | $14 | $104-86.8% | $2,320-99.4% | $110-87.5% |