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 | $1,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,022 | $93,182-7.7% | $146,665-41.3% | $79,386+8.4% |
| Participation rate | 73.6% | 76.4%-2.9pp | 80.1%-6.5pp | 70.7%+2.9pp |
| Annual return | 16.37% | 21.61%-5.2pp | 22.74%-6.4pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,562 | $2,420-35.5% | $4,136-62.2% | $2,427-35.7% |
| Participant deferral / active EE | $2,772 | $4,169-33.5% | $5,506-49.7% | $4,046-31.5% |
| Admin fee / account holder | $16 | $585-97.3% | $10,280-99.8% | $626-97.4% |