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 INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $58,944 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,413 | $59,584-45.6% | $86,874-62.7% | $79,386-59.2% |
| Participation rate | 72.3% | 67.7%+4.6pp | 71.6%+0.7pp | 70.7%+1.6pp |
| Annual return | 13.97% | 23.15%-9.2pp | 63.52%-49.5pp | 116.85%-102.9pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,495-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,084 | $3,036-31.4% | $3,699-43.6% | $4,046-48.5% |
| Admin fee / account holder | $234 | $604-61.2% | $5,828-96.0% | $626-62.6% |