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 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,884 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,408 | $60,776-26.9% | $85,682-48.2% | $79,386-44.1% |
| Participation rate | 70.7% | 62.1%+8.6pp | 69.9%+0.8pp | 70.7%0pp |
| Annual return | 12.98% | 16.57%-3.6pp | 21.49%-8.5pp | 116.85%-103.9pp |
| Employer contribution / active EE | $185 | $1,663-88.9% | $2,618-92.9% | $2,427-92.4% |
| Participant deferral / active EE | $2,886 | $2,919-1.1% | $3,923-26.4% | $4,046-28.7% |
| Admin fee / account holder | $335 | $438-23.5% | $6,873-95.1% | $626-46.5% |