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 | $7,020 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $270 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,689 | $56,485-59.8% | $185,823-87.8% | $86,799-73.9% |
| Participation rate | 87.1% | 65.5%+21.6pp | 81.7%+5.4pp | 72.3%+14.8pp |
| Annual return | 9.56% | 118.04%-108.5pp | 122.05%-112.5pp | 97.91%-88.3pp |
| Employer contribution / active EE | $739 | $1,843-59.9% | $5,167-85.7% | $2,405-69.3% |
| Participant deferral / active EE | $930 | $2,553-63.6% | $5,568-83.3% | $4,131-77.5% |
| Admin fee / account holder | $13 | $150-91.4% | $16,237-99.9% | $170-92.4% |