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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,952 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $23,914 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,660 | $104,475-23.8% | $159,436-50.0% | $79,386+0.3% |
| Participation rate | 96.3% | 76.6%+19.7pp | 82.8%+13.4pp | 70.7%+25.6pp |
| Annual return | 16.86% | 67.95%-51.1pp | 263.57%-246.7pp | 116.85%-100.0pp |
| Employer contribution / active EE | $5,068 | $3,417+48.3% | $4,829+4.9% | $2,427+108.8% |
| Participant deferral / active EE | $9,206 | $6,467+42.4% | $7,352+25.2% | $4,046+127.6% |
| Admin fee / account holder | $307 | $711-56.8% | $10,799-97.2% | $626-51.0% |