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 | $21,975 |
Service code 26 · EIN 82-4516448 | Advisory (Participants) | $12,599 |
W & R INSURANCE AGENCY1 year Filed as: C A I INSURANCE AGENCY, INC. Service code 16 · EIN 31-0572951 | Consulting | $8,113 |
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 | $154,108 | $121,341+27.0% | $189,513-18.7% | $79,386+94.1% |
| Participation rate | 92.2% | 86.1%+6.1pp | 87.8%+4.4pp | 70.7%+21.5pp |
| Annual return | 14.41% | 21.08%-6.7pp | 555.15%-540.7pp | 116.85%-102.4pp |
| Employer contribution / active EE | $4,361 | $3,915+11.4% | $6,162-29.2% | $2,427+79.7% |
| Participant deferral / active EE | $3,817 | $6,395-40.3% | $8,221-53.6% | $4,046-5.6% |
| Admin fee / account holder | $436 | $651-33.1% | $12,045-96.4% | $626-30.4% |