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 LIFE & ANNUITY INS CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,978 | $56,629-24.1% | $77,999-44.9% | $55,167-22.1% |
| Participation rate | 40.8% | 73.3%-32.5pp | 75.5%-34.7pp | 69.0%-28.2pp |
| Annual return | 6.49% | 2866.98%-2860.5pp | 425.96%-419.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $468 | $1,723-72.8% | $2,470-81.0% | $1,963-76.1% |
| Participant deferral / active EE | $1,236 | $2,777-55.5% | $3,497-64.7% | $3,054-59.5% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |