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 15 · EIN 84-0467907 | Recordkeeping | $117,122 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $270 |
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 | $85,554 | $185,342-53.8% | $111,297-23.1% | $86,799-1.4% |
| Participation rate | 94.6% | 81.0%+13.7pp | 77.3%+17.3pp | 72.3%+22.4pp |
| Annual return | 13.75% | 500.80%-487.1pp | 54.65%-40.9pp | 97.91%-84.2pp |
| Employer contribution / active EE | $2,253 | $2,246+0.3% | $2,731-17.5% | $2,405-6.3% |
| Participant deferral / active EE | $4,574 | $4,458+2.6% | $4,487+1.9% | $4,131+10.7% |
| Admin fee / account holder | $208 | $255-18.7% | $7,964-97.4% | $170+22.4% |