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 | $3,580 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,003 | $48,313-64.8% | $73,307-76.8% | $52,331-67.5% |
| Participation rate | 77.0% | 68.6%+8.4pp | 74.9%+2.1pp | 68.1%+8.9pp |
| Annual return | -0.65% | 3.85%-4.5pp | 5.67%-6.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $640 | $1,661-61.5% | $3,237-80.2% | $1,882-66.0% |
| Participant deferral / active EE | $785 | $4,189-81.3% | $4,991-84.3% | $3,022-74.0% |
| Admin fee / account holder | $39 | $404-90.4% | $5,637-99.3% | $592-93.4% |