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 | $2,940 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,110 | $84,936-29.2% | $111,297-46.0% | $79,386-24.3% |
| Participation rate | 97.1% | 75.9%+21.2pp | 77.3%+19.7pp | 70.7%+26.4pp |
| Annual return | 15.44% | 17.45%-2.0pp | 54.65%-39.2pp | 116.85%-101.4pp |
| Employer contribution / active EE | $757 | $1,979-61.7% | $2,731-72.3% | $2,427-68.8% |
| Participant deferral / active EE | $3,847 | $3,888-1.1% | $4,487-14.3% | $4,046-4.9% |
| Admin fee / account holder | $202 | $537-62.5% | $7,964-97.5% | $626-67.8% |