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 |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $25,776 |
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 | $36,369 | $68,544-46.9% | $115,752-68.6% | $69,631-47.8% |
| Participation rate | 74.6% | 74.0%+0.7pp | 77.8%-3.1pp | 70.7%+4.0pp |
| Annual return | 11.91% | 20.97%-9.1pp | 19.41%-7.5pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,221 | $2,400-49.1% | $3,492-65.0% | $2,032-39.9% |
| Participant deferral / active EE | $1,588 | $3,887-59.1% | $5,204-69.5% | $3,224-50.7% |
| Admin fee / account holder | $66 | $90-27.1% | $6,278-99.0% | $110-40.4% |