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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $93,360 |
Service code 27 · EIN 47-1411118 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $46,264 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,249 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,866 | $72,607+65.1% | $90,749+32.1% | $66,914+79.1% |
| Participation rate | 96.2% | 73.7%+22.5pp | 75.7%+20.5pp | 69.8%+26.4pp |
| Annual return | -14.56% | -12.28%-2.3pp | -12.16%-2.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,488 | $2,369+5.0% | $2,921-14.8% | $2,544-2.2% |
| Participant deferral / active EE | $6,446 | $3,977+62.1% | $4,564+41.2% | $4,237+52.1% |
| Admin fee / account holder | $713 | $707+0.8% | $8,445-91.6% | $593+20.2% |