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 INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $171 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,952 | $92,303+79.8% | $152,466+8.8% | $86,799+91.2% |
| Participation rate | 96.9% | 81.1%+15.9pp | 78.2%+18.7pp | 72.3%+24.6pp |
| Annual return | 20.25% | 531.69%-511.4pp | 757.33%-737.1pp | 97.91%-77.7pp |
| Employer contribution / active EE | $10,826 | $3,748+188.8% | $4,327+150.2% | $2,405+350.1% |
| Participant deferral / active EE | $12,841 | $5,599+129.4% | $5,820+120.6% | $4,131+210.8% |
| Admin fee / account holder | $283 | $150+88.8% | $15,805-98.2% | $170+66.9% |