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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,558 |
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 | $80,163 | $42,894+86.9% | $60,874+31.7% | $68,494+17.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -4.77% | -13.98%+9.2pp | 16.90%-21.7pp | -7.84%+3.1pp |
| Employer contribution / active EE | $2,032 | $1,978+2.7% | $2,701-24.8% | $2,596-21.8% |
| Participant deferral / active EE | $4,055 | $2,867+41.4% | $3,817+6.2% | $4,027+0.7% |
| Admin fee / account holder | $226 | $3,101-92.7% | $3,224-93.0% | $5,403-95.8% |