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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,834 |
Service code 13 3552 NE RALPH POWELL RD · LEES SUMMIT, MO 64064 | Contract Administrator | $6,249 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,394 | $50,666-51.9% | $76,817-68.2% | $65,185-62.6% |
| Participation rate | 98.7% | 68.8%+29.9pp | 72.1%+26.6pp | 70.2%+28.5pp |
| Annual return | 2.70% | 28.51%-25.8pp | 1166.11%-1163.4pp | 29.38%-26.7pp |
| Employer contribution / active EE | $1,182 | $1,575-25.0% | $2,302-48.7% | $2,177-45.7% |
| Participant deferral / active EE | $3,304 | $2,647+24.8% | $3,336-1.0% | $3,514-6.0% |
| Admin fee / account holder | $107 | $463-76.9% | $6,420-98.3% | $847-87.4% |