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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,438 |
AMERICAN FUNDS5 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,239 | $65,435+92.9% | $86,677+45.6% | $66,914+88.7% |
| Participation rate | 94.4% | 75.5%+19.0pp | 76.6%+17.9pp | 69.8%+24.6pp |
| Annual return | -8.19% | -10.89%+2.7pp | 35.91%-44.1pp | 1.58%-9.8pp |
| Employer contribution / active EE | $3,322 | $2,153+54.3% | $2,836+17.1% | $2,544+30.6% |
| Participant deferral / active EE | $6,028 | $4,100+47.0% | $4,656+29.5% | $4,237+42.3% |
| Admin fee / account holder | $173 | $642-73.1% | $7,493-97.7% | $593-70.9% |