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 AND ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $4,127 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,478 | $77,660+29.4% | $109,143-7.9% | $79,386+26.6% |
| Participation rate | 92.2% | 67.8%+24.4pp | 75.9%+16.4pp | 70.7%+21.5pp |
| Annual return | 14.79% | 23.44%-8.6pp | 25.75%-11.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,055 | $2,797-62.3% | $3,722-71.7% | $2,427-56.6% |
| Participant deferral / active EE | $4,782 | $3,518+35.9% | $4,653+2.8% | $4,046+18.2% |
| Admin fee / account holder | $24 | $732-96.7% | $6,752-99.6% | $626-96.1% |