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 | $8,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,654 | $84,936+2.0% | $111,297-22.1% | $79,386+9.2% |
| Participation rate | 59.0% | 75.9%-16.9pp | 77.3%-18.3pp | 70.7%-11.7pp |
| Annual return | 19.90% | 17.45%+2.4pp | 54.65%-34.7pp | 116.85%-96.9pp |
| Employer contribution / active EE | $811 | $1,979-59.0% | $2,731-70.3% | $2,427-66.6% |
| Participant deferral / active EE | $1,988 | $3,888-48.9% | $4,487-55.7% | $4,046-50.8% |
| Admin fee / account holder | $56 | $537-89.6% | $7,964-99.3% | $626-91.1% |