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 6-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 15 · EIN 84-0467907 | Recordkeeping | $17,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,035 | $63,745-26.2% | $98,442-52.2% | $79,386-40.8% |
| Participation rate | 31.3% | 69.9%-38.6pp | 73.3%-42.1pp | 70.7%-39.5pp |
| Annual return | 9.49% | 625.80%-616.3pp | 1492.73%-1483.2pp | 116.85%-107.4pp |
| Employer contribution / active EE | $296 | $2,557-88.4% | $2,960-90.0% | $2,427-87.8% |
| Participant deferral / active EE | $977 | $3,303-70.4% | $4,276-77.2% | $4,046-75.9% |
| Admin fee / account holder | $361 | $516-29.9% | $5,949-93.9% | $626-42.3% |