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 64 · EIN 84-0467907 | Recordkeeping Fees | $6,295 |
MY BENEFITS, LLC1+ years Service code 13 · EIN 45-2098380 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,813 | $43,075+96.9% | $74,583+13.7% | $62,891+34.9% |
| Participation rate | 18.6% | 58.1%-39.4pp | 68.1%-49.5pp | 69.3%-50.7pp |
| Annual return | 7.63% | 17.50%-9.9pp | 20.47%-12.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $355 | $1,498-76.3% | $2,525-85.9% | $2,281-84.4% |
| Participant deferral / active EE | $795 | $2,389-66.7% | $3,458-77.0% | $3,203-75.2% |
| Admin fee / account holder | $267 | $2,840-90.6% | $4,138-93.5% | $4,296-93.8% |