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 | $51,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,320 | $58,290-32.5% | $98,442-60.1% | $86,799-54.7% |
| Participation rate | 53.1% | 68.3%-15.2pp | 73.3%-20.2pp | 72.3%-19.2pp |
| Annual return | 13.08% | 43.48%-30.4pp | 1492.73%-1479.6pp | 97.91%-84.8pp |
| Employer contribution / active EE | $817 | $2,008-59.3% | $2,960-72.4% | $2,405-66.0% |
| Participant deferral / active EE | $1,329 | $3,152-57.8% | $4,276-68.9% | $4,131-67.8% |
| Admin fee / account holder | $219 | $138+59.2% | $5,949-96.3% | $170+29.3% |