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 Service code 15 · EIN 84-0467907 | Recordkeeping | $39,557 |
Service code 49 · EIN 36-3429599 | Other Services | $30 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: GREAT WEST LIFE & ANNUITY LLC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,985 | $84,936-50.6% | $111,297-62.3% | $79,386-47.1% |
| Participation rate | 61.4% | 75.9%-14.5pp | 77.3%-15.9pp | 70.7%-9.3pp |
| Annual return | 11.59% | 17.45%-5.9pp | 54.65%-43.1pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,367 | $1,979-30.9% | $2,731-49.9% | $2,427-43.7% |
| Participant deferral / active EE | $2,623 | $3,888-32.5% | $4,487-41.5% | $4,046-35.2% |
| Admin fee / account holder | $183 | $537-65.9% | $7,964-97.7% | $626-70.8% |