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 5-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,010 |
Filed as: GREAT-WEST LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,651 | $70,879-72.3% | $189,557-89.6% | $79,386-75.2% |
| Participation rate | 66.7% | 68.0%-1.3pp | 78.4%-11.8pp | 70.7%-4.0pp |
| Annual return | 15.96% | 20.70%-4.7pp | 64.17%-48.2pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,268 | $1,806-29.8% | $4,412-71.3% | $2,427-47.8% |
| Participant deferral / active EE | $3,363 | $4,081-17.6% | $6,174-45.5% | $4,046-16.9% |
| Admin fee / account holder | $83 | $647-87.2% | $9,807-99.2% | $626-86.8% |