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 INSURANCE COMPANY Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,284 |
PASI, LLC2 years Service code 13 · EIN 26-1407927 | Contract Administrator | $8,010 |
MCSOLEY MCCOY & CO6+ years Service code 10 · EIN 03-0327374 | Accounting | $5,400 |
Participant contribution per participant 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 | $67,254 | $81,474-17.5% | $133,956-49.8% | $73,488-8.5% |
| Participation rate | 79.4% | 76.4%+3.1pp | 79.8%-0.4pp | 70.7%+8.7pp |
| Annual return | 15.04% | 19.40%-4.4pp | 45.09%-30.0pp | 28.51%-13.5pp |
| Employer contribution / active EE | $6,473 | $2,209+193.0% | $3,919+65.2% | $2,270+185.2% |
| Participant deferral / active EE | $1,454 | $3,786-61.6% | $5,048-71.2% | $3,740-61.1% |
| Admin fee / account holder | $145 | $713-79.6% | $8,927-98.4% | $513-71.7% |