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 | $7,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,848 | $42,353+3.5% | $79,550-44.9% | $64,808-32.3% |
| Participation rate | 55.7% | 64.8%-9.1pp | 69.5%-13.8pp | 71.5%-15.8pp |
| Annual return | -10.47% | -12.24%+1.8pp | 0.16%-10.6pp | 32.82%-43.3pp |
| Employer contribution / active EE | $1,091 | $1,181-7.6% | $2,413-54.8% | $2,506-56.5% |
| Participant deferral / active EE | $2,043 | $3,170-35.6% | $3,985-48.7% | $4,310-52.6% |
| Admin fee / account holder | $152 | $160-4.9% | $6,832-97.8% | $188-19.2% |