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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $55,058 |
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 | $182,813 | $52,293+249.6% | $178,490+2.4% | $73,409+149.0% |
| Participation rate | 96.5% | 65.3%+31.1pp | 81.9%+14.5pp | 72.2%+24.3pp |
| Annual return | 12.67% | 34.75%-22.1pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $5,676 | $1,735+227.1% | $5,011+13.3% | $2,234+154.1% |
| Participant deferral / active EE | $16,432 | $2,332+604.6% | $5,202+215.9% | $3,805+331.8% |
| Admin fee / account holder | $115 | $127-9.8% | $13,984-99.2% | $158-27.2% |