See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 59-2937883 | Advisory (Participants) | $18,809 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $2,622 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,153 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,424 | $84,936-65.4% | $111,297-73.6% | $79,386-62.9% |
| Participation rate | 81.9% | 75.9%+6.1pp | 77.3%+4.6pp | 70.7%+11.2pp |
| Annual return | 16.35% | 17.45%-1.1pp | 54.65%-38.3pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,161 | $1,979+9.2% | $2,731-20.9% | $2,427-11.0% |
| Participant deferral / active EE | $3,531 | $3,888-9.2% | $4,487-21.3% | $4,046-12.7% |
| Admin fee / account holder | $77 | $537-85.7% | $7,964-99.0% | $626-87.7% |