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 | $73,485 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,349 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,525 | $111,491+160.6% | $189,513+53.3% | $86,799+234.7% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.8%+10.0pp | 72.3%+25.5pp |
| Annual return | 15.76% | 83.50%-67.7pp | 555.15%-539.4pp | 97.91%-82.2pp |
| Employer contribution / active EE | $8,705 | $3,951+120.3% | $6,162+41.3% | $2,405+261.9% |
| Participant deferral / active EE | $14,221 | $6,437+120.9% | $8,221+73.0% | $4,131+244.3% |
| Admin fee / account holder | $143 | $189-24.3% | $12,045-98.8% | $170-15.8% |