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 8-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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,766 |
Service code 27 4340 REDWOOD HWY STE B69 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,564 | $65,061-74.5% | $143,757-88.5% | $66,914-75.2% |
| Participation rate | 94.9% | 65.2%+29.7pp | 80.3%+14.6pp | 69.8%+25.1pp |
| Annual return | -15.33% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,727 | $2,361+15.5% | $4,951-44.9% | $2,544+7.2% |
| Participant deferral / active EE | $2,158 | $2,919-26.1% | $5,637-61.7% | $4,237-49.1% |
| Admin fee / account holder | $177 | $502-64.8% | $14,673-98.8% | $593-70.2% |