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 WESTERN LIFE & ANNUITY Service code 15 · EIN 04-1590850 INSURANCE COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $46,984-100.0% | $56,546-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 50.6%-50.6pp | 5.6%-5.6pp |
| Annual return | -10.78% | 39.77%-50.6pp | -11.22%+0.4pp | 39.77%-50.6pp |
| Employer contribution / active EE | $5,038 | $19,959-74.8% | $32,882-84.7% | $19,959-74.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $579-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,473-100.0% | $62-100.0% |