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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,119 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $719 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,902 | $63,924+31.3% | $108,579-22.7% | $55,167+52.1% |
| Participation rate | 95.7% | 74.3%+21.4pp | 79.6%+16.2pp | 69.0%+26.8pp |
| Annual return | 5.50% | 15.31%-9.8pp | -51.70%+57.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,206 | $1,879-35.8% | $3,758-67.9% | $1,963-38.5% |
| Participant deferral / active EE | $4,563 | $3,067+48.8% | $4,311+5.9% | $3,054+49.4% |
| Admin fee / account holder | $23 | $618-96.3% | $7,645-99.7% | $504-95.5% |