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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,173 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,787 | $48,570-18.1% | $130,648-69.5% | $72,985-45.5% |
| Participation rate | 58.9% | 58.6%+0.3pp | 71.7%-12.9pp | 69.5%-10.6pp |
| Annual return | 4.15% | 38.63%-34.5pp | 1708.96%-1704.8pp | 81.00%-76.8pp |
| Employer contribution / active EE | $308 | $1,334-76.9% | $4,092-92.5% | $2,440-87.4% |
| Participant deferral / active EE | $1,819 | $2,384-23.7% | $3,603-49.5% | $3,607-49.6% |
| Admin fee / account holder | $324 | $3,549-90.9% | $5,464-94.1% | $5,124-93.7% |