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 | $11,054 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,869 | $77,660-73.1% | $109,143-80.9% | $79,386-73.7% |
| Participation rate | 89.8% | 67.8%+22.0pp | 75.9%+13.9pp | 70.7%+19.1pp |
| Annual return | 17.00% | 23.44%-6.4pp | 25.75%-8.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,705 | $3,518-51.5% | $4,653-63.4% | $4,046-57.9% |
| Admin fee / account holder | $59 | $732-91.9% | $6,752-99.1% | $626-90.6% |