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 Service code 15 · EIN 84-0467907 | Recordkeeping | $22,307 |
RELIANCE TRUST COMPANY7+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $300 |
Service code 49 · EIN 36-3429599 | Other Services | $30 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,426 | $66,402+24.1% | $109,895-25.0% | $85,850-4.0% |
| Participation rate | 86.2% | 63.9%+22.3pp | 74.2%+12.0pp | 69.3%+16.9pp |
| Annual return | 9.39% | 19.59%-10.2pp | 29.45%-20.1pp | 318.53%-309.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,385 | $2,842+19.1% | $4,048-16.4% | $3,952-14.3% |
| Admin fee / account holder | $427 | $4,557-90.6% | $6,066-93.0% | $6,260-93.2% |