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 | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,395 | $39,286-45.5% | $80,716-73.5% | $79,386-73.0% |
| Participation rate | 29.0% | 41.0%-12.0pp | 54.2%-25.2pp | 70.7%-41.7pp |
| Annual return | 10.00% | 98.95%-89.0pp | 87.28%-77.3pp | 116.85%-106.9pp |
| Employer contribution / active EE | $480 | $594-19.2% | $1,160-58.6% | $2,427-80.2% |
| Participant deferral / active EE | $707 | $1,264-44.1% | $2,146-67.1% | $4,046-82.5% |
| Admin fee / account holder | $39 | $647-94.0% | $3,380-98.8% | $626-93.8% |