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 | $50,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,948 | $84,936+15.3% | $111,297-12.0% | $79,386+23.4% |
| Participation rate | 95.0% | 75.9%+19.1pp | 77.3%+17.6pp | 70.7%+24.3pp |
| Annual return | 13.93% | 17.45%-3.5pp | 54.65%-40.7pp | 116.85%-102.9pp |
| Employer contribution / active EE | $3,304 | $1,979+66.9% | $2,731+21.0% | $2,427+36.1% |
| Participant deferral / active EE | $5,414 | $3,888+39.2% | $4,487+20.6% | $4,046+33.8% |
| Admin fee / account holder | $249 | $537-53.6% | $7,964-96.9% | $626-60.2% |