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: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $40,762 |
Filed as: GWLA. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,137 | $84,936-23.3% | $111,297-41.5% | $79,386-17.9% |
| Participation rate | 45.3% | 75.9%-30.5pp | 77.3%-32.0pp | 70.7%-25.4pp |
| Annual return | 15.93% | 17.45%-1.5pp | 54.65%-38.7pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,293 | $1,979-34.7% | $2,731-52.6% | $2,427-46.7% |
| Participant deferral / active EE | $2,796 | $3,888-28.1% | $4,487-37.7% | $4,046-30.9% |
| Admin fee / account holder | $443 | $537-17.5% | $7,964-94.4% | $626-29.3% |