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 | $17,036 |
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.)
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 | $55,098 | $58,694-6.1% | $142,863-61.4% | $85,850-35.8% |
| Participation rate | 49.4% | 58.5%-9.1pp | 71.9%-22.6pp | 69.3%-20.0pp |
| Annual return | 44.79% | 27.72%+17.1pp | 5637.54%-5592.7pp | 318.53%-273.7pp |
| Employer contribution / active EE | $299 | $1,423-79.0% | $4,144-92.8% | $2,565-88.3% |
| Participant deferral / active EE | $1,800 | $2,607-31.0% | $3,837-53.1% | $3,952-54.4% |
| Admin fee / account holder | $444 | $4,239-89.5% | $6,560-93.2% | $6,260-92.9% |