Filed September 17, 2026 (most recent of 2 filings on file)
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 9-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 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $29,013 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,173 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,977 | $67,703-2.5% | $127,761-48.4% | $65,185+1.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 2.43% | 24.36%-21.9pp | 26.14%-23.7pp | 29.38%-27.0pp |
| Employer contribution / active EE | $1,545 | $3,724-58.5% | $4,574-66.2% | $2,177-29.0% |
| Participant deferral / active EE | $7,451 | $4,787+55.6% | $6,021+23.7% | $3,514+112.1% |
| Admin fee / account holder | $15 | $618-97.6% | $9,395-99.8% | $847-98.2% |