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 COMPANY Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $43,440 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,481 | $60,776-77.8% | $85,682-84.3% | $79,386-83.0% |
| Participation rate | 93.8% | 62.1%+31.7pp | 69.9%+23.9pp | 70.7%+23.0pp |
| Annual return | 10.82% | 16.57%-5.8pp | 21.49%-10.7pp | 116.85%-106.0pp |
| Employer contribution / active EE | $635 | $1,663-61.8% | $2,618-75.7% | $2,427-73.8% |
| Participant deferral / active EE | $1,905 | $2,919-34.7% | $3,923-51.4% | $4,046-52.9% |
| Admin fee / account holder | $135 | $438-69.1% | $6,873-98.0% | $626-78.4% |