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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $253,920 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $48,000 |
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 | $34,760 | $56,095-38.0% | $178,490-80.5% | $90,288-61.5% |
| Participation rate | 94.1% | 65.6%+28.5pp | 81.9%+12.2pp | 73.4%+20.7pp |
| Annual return | 12.58% | 28.81%-16.2pp | 151.07%-138.5pp | 53.97%-41.4pp |
| Employer contribution / active EE | $1,185 | $1,572-24.7% | $5,011-76.4% | $2,524-53.1% |
| Participant deferral / active EE | $4,260 | $2,669+59.6% | $5,202-18.1% | $4,232+0.7% |
| Admin fee / account holder | $88 | $101-12.3% | $13,984-99.4% | $114-22.6% |