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 | $1,071,580 |
WISS & COMPANY, LLP1 year Filed as: WISS & COMPANY LLP Service code 28 · EIN 22-1732349 | Investment Management | $21,000 |
TD AMERITRADE, INC.3 years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,230 | $66,513-42.5% | $178,490-78.6% | $106,222-64.0% |
| Participation rate | 81.8% | 73.8%+8.0pp | 81.9%-0.1pp | 70.8%+11.0pp |
| Annual return | 20.17% | 21.81%-1.6pp | 151.07%-130.9pp | 21.69%-1.5pp |
| Employer contribution / active EE | $798 | $1,776-55.0% | $5,011-84.1% | $2,723-70.7% |
| Participant deferral / active EE | $3,786 | $3,679+2.9% | $5,202-27.2% | $4,600-17.7% |
| Admin fee / account holder | $66 | $53+24.1% | $13,984-99.5% | $78-15.3% |