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 | $18,073 |
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 | $44,999 | $82,093-45.2% | $379,746-88.2% | $73,409-38.7% |
| Participation rate | 79.6% | 76.8%+2.8pp | 78.4%+1.2pp | 72.2%+7.5pp |
| Annual return | 10.87% | 18.89%-8.0pp | 34.90%-24.0pp | 59.29%-48.4pp |
| Employer contribution / active EE | $1,753 | $2,847-38.4% | $3,540-50.5% | $2,234-21.5% |
| Participant deferral / active EE | $2,272 | $4,697-51.6% | $6,024-62.3% | $3,805-40.3% |
| Admin fee / account holder | $42 | $128-67.1% | $7,927-99.5% | $158-73.4% |