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 | $29,207 |
LPL FINANCIAL5 years Filed as: LPL HOLDINGS Service code 22 · EIN 04-3046611 | Insurance Broker | $18,021 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,216 | $59,263-42.3% | $96,562-64.6% | $79,386-56.9% |
| Participation rate | 59.5% | 61.9%-2.4pp | 69.8%-10.3pp | 70.7%-11.2pp |
| Annual return | 8.83% | 27.07%-18.2pp | 37.78%-29.0pp | 116.85%-108.0pp |
| Employer contribution / active EE | $635 | $1,216-47.8% | $2,356-73.1% | $2,427-73.9% |
| Participant deferral / active EE | $3,300 | $2,948+11.9% | $3,849-14.3% | $4,046-18.4% |
| Admin fee / account holder | $293 | $658-55.6% | $6,181-95.3% | $626-53.3% |