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 Service code 15 · EIN 84-0467907 | Recordkeeping | $135,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,779 | $84,936+8.1% | $111,297-17.5% | $79,386+15.6% |
| Participation rate | 97.9% | 75.9%+22.0pp | 77.3%+20.6pp | 70.7%+27.2pp |
| Annual return | 15.32% | 17.45%-2.1pp | 54.65%-39.3pp | 116.85%-101.5pp |
| Employer contribution / active EE | $3,392 | $1,979+71.4% | $2,731+24.2% | $2,427+39.7% |
| Participant deferral / active EE | $8,627 | $3,888+121.9% | $4,487+92.3% | $4,046+113.3% |
| Admin fee / account holder | $437 | $537-18.7% | $7,964-94.5% | $626-30.3% |