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 | $6,464 |
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 | $46,759 | $56,095-16.6% | $178,490-73.8% | $90,288-48.2% |
| Participation rate | 94.9% | 65.6%+29.3pp | 81.9%+13.0pp | 73.4%+21.6pp |
| Annual return | 18.83% | 28.81%-10.0pp | 151.07%-132.2pp | 53.97%-35.1pp |
| Employer contribution / active EE | $1,075 | $1,572-31.6% | $5,011-78.5% | $2,524-57.4% |
| Participant deferral / active EE | $3,936 | $2,669+47.5% | $5,202-24.3% | $4,232-7.0% |
| Admin fee / account holder | $2 | $101-98.3% | $13,984-100.0% | $114-98.5% |