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 CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,449 |
CROWN CAPITAL SECURITIES LP3 years Service code 55 725 TOWN AND COUNTRY ROAD, #530 · ORANGE, CA 92868 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,153 | $84,936-52.7% | $111,297-63.9% | $79,386-49.4% |
| Participation rate | 20.0% | 75.9%-55.9pp | 77.3%-57.3pp | 70.7%-50.7pp |
| Annual return | 5.79% | 17.45%-11.7pp | 54.65%-48.9pp | 116.85%-111.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,128 | $3,888-71.0% | $4,487-74.9% | $4,046-72.1% |
| Admin fee / account holder | $259 | $537-51.8% | $7,964-96.7% | $626-58.7% |