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: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $2,136 |
Participant contribution per participant 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 | $106,944 | $121,341-11.9% | $189,513-43.6% | $79,386+34.7% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.8%+11.6pp | 70.7%+28.7pp |
| Annual return | 15.37% | 21.08%-5.7pp | 555.15%-539.8pp | 116.85%-101.5pp |
| Employer contribution / active EE | $4,914 | $3,915+25.5% | $6,162-20.2% | $2,427+102.4% |
| Participant deferral / active EE | $3,430 | $6,395-46.4% | $8,221-58.3% | $4,046-15.2% |
| Admin fee / account holder | $11 | $651-98.3% | $12,045-99.9% | $626-98.2% |