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 | $66,128 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $30 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,098 | $137,414-31.5% | $189,513-50.3% | $85,850+9.6% |
| Participation rate | 98.0% | 84.6%+13.3pp | 87.8%+10.2pp | 69.3%+28.6pp |
| Annual return | 20.92% | 38.14%-17.2pp | 555.15%-534.2pp | 318.53%-297.6pp |
| Employer contribution / active EE | $2,141 | $4,344-50.7% | $6,162-65.2% | $2,565-16.5% |
| Participant deferral / active EE | $6,686 | $6,260+6.8% | $8,221-18.7% | $3,952+69.2% |
| Admin fee / account holder | $565 | $8,630-93.5% | $12,045-95.3% | $6,260-91.0% |