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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $6,481 |
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 | $30,587 | $37,213-17.8% | $156,549-80.5% | $63,975-52.2% |
| Participation rate | 90.0% | 65.0%+25.1pp | 84.0%+6.0pp | 71.1%+18.9pp |
| Annual return | 8.11% | 47.89%-39.8pp | 32.23%-24.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $987 | $1,357-27.3% | $5,501-82.1% | $2,182-54.8% |
| Participant deferral / active EE | $3,168 | $2,070+53.0% | $4,871-35.0% | $3,356-5.6% |
| Admin fee / account holder | $2 | $56-96.2% | $13,027-100.0% | $70-97.0% |