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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,831 |
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 | $40,094 | $47,456-15.5% | $172,739-76.8% | $77,787-48.5% |
| Participation rate | 94.1% | 66.3%+27.8pp | 82.6%+11.4pp | 73.2%+20.8pp |
| Annual return | 23.05% | 35.57%-12.5pp | 802.84%-779.8pp | 32.57%-9.5pp |
| Employer contribution / active EE | $876 | $1,574-44.3% | $5,143-83.0% | $2,504-65.0% |
| Participant deferral / active EE | $3,310 | $2,560+29.3% | $5,198-36.3% | $3,967-16.6% |
| Admin fee / account holder | $2 | $81-97.4% | $13,954-100.0% | $100-97.9% |