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 9-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: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $89,635 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,704 | $58,290-33.6% | $98,442-60.7% | $86,799-55.4% |
| Participation rate | 82.0% | 68.3%+13.6pp | 73.3%+8.6pp | 72.3%+9.7pp |
| Annual return | 11.53% | 43.48%-32.0pp | 1492.73%-1481.2pp | 97.91%-86.4pp |
| Employer contribution / active EE | $859 | $2,008-57.2% | $2,960-71.0% | $2,405-64.3% |
| Participant deferral / active EE | $1,990 | $3,152-36.9% | $4,276-53.5% | $4,131-51.8% |
| Admin fee / account holder | $115 | $138-16.7% | $5,949-98.1% | $170-32.3% |