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 Service code 15 · EIN 84-0467907 | Recordkeeping | $180,932 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 37 · EIN 13-5570651 | Loan Processing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,077 | $50,815+112.7% | $155,509-30.5% | $77,643+39.2% |
| Participation rate | 95.2% | 63.1%+32.1pp | 78.2%+17.1pp | 70.6%+24.7pp |
| Annual return | 13.83% | 34.80%-21.0pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $5,504 | $1,993+176.2% | $4,672+17.8% | $2,726+101.9% |
| Participant deferral / active EE | $6,165 | $2,822+118.5% | $5,626+9.6% | $4,647+32.7% |
| Admin fee / account holder | $498 | $437+14.1% | $15,912-96.9% | $430+15.8% |