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 COMPA Service code 15 · EIN 84-0467907 | Recordkeeping | $40,573 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,547 | $121,341-38.6% | $189,513-60.7% | $79,386-6.1% |
| Participation rate | 95.1% | 86.1%+9.0pp | 87.8%+7.3pp | 70.7%+24.4pp |
| Annual return | 14.87% | 21.08%-6.2pp | 555.15%-540.3pp | 116.85%-102.0pp |
| Employer contribution / active EE | $2,060 | $3,915-47.4% | $6,162-66.6% | $2,427-15.1% |
| Participant deferral / active EE | $6,555 | $6,395+2.5% | $8,221-20.3% | $4,046+62.0% |
| Admin fee / account holder | $139 | $651-78.7% | $12,045-98.8% | $626-77.8% |