See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $22,811 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,178 | $61,156-40.8% | $185,823-80.5% | $79,386-54.4% |
| Participation rate | 47.0% | 66.6%-19.6pp | 81.7%-34.7pp | 70.7%-23.7pp |
| Annual return | 26.28% | 19.45%+6.8pp | 122.05%-95.8pp | 116.85%-90.6pp |
| Employer contribution / active EE | $481 | $2,321-79.3% | $5,167-90.7% | $2,427-80.2% |
| Participant deferral / active EE | $1,955 | $2,789-29.9% | $5,568-64.9% | $4,046-51.7% |
| Admin fee / account holder | $319 | $710-55.1% | $16,237-98.0% | $626-49.1% |