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 TRUST COMPANY, LLC Service code 19 · EIN 84-0467907 | Securities Custodian | $23,041 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,888 | $58,726-64.4% | $92,233-77.4% | $62,292-66.5% |
| Participation rate | 90.4% | 68.3%+22.0pp | 76.5%+13.9pp | 69.5%+20.8pp |
| Annual return | 21.30% | 43.62%-22.3pp | 176.28%-155.0pp | 28.90%-7.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,518 | $2,766+63.4% | $3,897+15.9% | $3,169+42.6% |
| Admin fee / account holder | $94 | $556-83.0% | $5,194-98.2% | $479-80.3% |