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 | $91,595 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $261,013 | $95,388+173.6% | $125,339+108.2% | $77,904+235.0% |
| Participation rate | 87.3% | 78.6%+8.7pp | 82.4%+5.0pp | 73.7%+13.6pp |
| Annual return | -17.79% | 116.19%-134.0pp | 572.05%-589.8pp | 12.21%-30.0pp |
| Employer contribution / active EE | $5,312 | $3,666+44.9% | $4,814+10.3% | $2,848+86.5% |
| Participant deferral / active EE | $13,659 | $7,711+77.1% | $7,446+83.4% | $4,806+184.2% |
| Admin fee / account holder | $21 | $119-82.3% | $10,010-99.8% | $133-84.1% |