Filed March 11, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $19,214 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,569 | $89,588-54.7% | $136,007-70.2% | $77,643-47.7% |
| Participation rate | 81.2% | 74.3%+6.9pp | 76.5%+4.8pp | 70.6%+10.7pp |
| Annual return | 7.24% | 17.42%-10.2pp | 579.32%-572.1pp | 31.24%-24.0pp |
| Employer contribution / active EE | $2,061 | $3,491-40.9% | $4,217-51.1% | $2,726-24.4% |
| Participant deferral / active EE | $2,481 | $5,591-55.6% | $7,025-64.7% | $4,647-46.6% |
| Admin fee / account holder | $44 | $539-91.8% | $6,858-99.4% | $430-89.8% |