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 8-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 INSURANC Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $106,817 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $30,581 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,175 | $176,491-43.8% | $95,952+3.4% | $90,288+9.8% |
| Participation rate | 85.9% | 86.6%-0.7pp | 77.1%+8.8pp | 73.4%+12.5pp |
| Annual return | 15.15% | 20.14%-5.0pp | 91.61%-76.5pp | 53.97%-38.8pp |
| Employer contribution / active EE | $3,676 | $2,789+31.8% | $2,541+44.7% | $2,524+45.6% |
| Participant deferral / active EE | $4,494 | $5,340-15.8% | $4,167+7.8% | $4,232+6.2% |
| Admin fee / account holder | $74 | $154-52.2% | $6,795-98.9% | $114-35.4% |