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 INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $9,294 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,083 | $56,485-32.6% | $185,823-79.5% | $86,799-56.1% |
| Participation rate | 78.5% | 65.5%+13.0pp | 81.7%-3.2pp | 72.3%+6.2pp |
| Annual return | 12.20% | 118.04%-105.8pp | 122.05%-109.8pp | 97.91%-85.7pp |
| Employer contribution / active EE | $786 | $1,843-57.4% | $5,167-84.8% | $2,405-67.3% |
| Participant deferral / active EE | $3,081 | $2,553+20.7% | $5,568-44.7% | $4,131-25.4% |
| Admin fee / account holder | $18 | $150-87.9% | $16,237-99.9% | $170-89.3% |