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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $203,794 |
Service code 27 · EIN 61-1722930 | Advisory (Plan) | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 15 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY7+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,519 | $114,195-26.9% | $106,548-21.6% | $93,030-10.2% |
| Participation rate | 96.5% | 86.4%+10.1pp | 76.1%+20.4pp | 73.9%+22.6pp |
| Annual return | 15.71% | 22.18%-6.5pp | 26.80%-11.1pp | 158.70%-143.0pp |
| Employer contribution / active EE | $1,749 | $4,009-56.4% | $2,819-38.0% | $2,706-35.4% |
| Participant deferral / active EE | $4,248 | $5,908-28.1% | $4,398-3.4% | $4,562-6.9% |
| Admin fee / account holder | $154 | $105+47.1% | $7,407-97.9% | $152+1.6% |