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 TRUST COMPANY, LLC Service code 64 · EIN 36-4115383 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,082 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,635 | $127,481+128.8% | $149,696+94.8% | $90,288+223.0% |
| Participation rate | 93.1% | 78.2%+14.9pp | 82.5%+10.7pp | 73.4%+19.8pp |
| Annual return | 15.90% | 57.78%-41.9pp | 276.60%-260.7pp | 53.97%-38.1pp |
| Employer contribution / active EE | $5,362 | $3,448+55.5% | $4,644+15.5% | $2,524+112.4% |
| Participant deferral / active EE | $13,081 | $6,975+87.5% | $6,842+91.2% | $4,232+209.1% |
| Admin fee / account holder | $32 | $152-79.2% | $9,309-99.7% | $114-72.3% |