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, CO 80111 | Recordkeeping Fees | $13,175 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,534 | $77,634-71.0% | $156,549-85.6% | $62,891-64.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.57% | 50.32%-49.8pp | 32.23%-31.7pp | 20.14%-19.6pp |
| Employer contribution / active EE | $3,069 | $3,444-10.9% | $5,501-44.2% | $2,281+34.6% |
| Participant deferral / active EE | $1,963 | $3,045-35.5% | $4,871-59.7% | $3,203-38.7% |
| Admin fee / account holder | $89 | $5,561-98.4% | $13,027-99.3% | $4,296-97.9% |