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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $16,912 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
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 | $72,648 | $89,274-18.6% | $149,718-51.5% | $77,958-6.8% |
| Participation rate | 99.0% | 87.6%+11.4pp | 87.1%+11.9pp | 71.6%+27.3pp |
| Annual return | 21.07% | 20.36%+0.7pp | 1501.63%-1480.6pp | 20.87%+0.2pp |
| Employer contribution / active EE | $4,236 | $3,727+13.7% | $5,445-22.2% | $2,310+83.4% |
| Participant deferral / active EE | $5,531 | $5,382+2.8% | $6,569-15.8% | $3,537+56.4% |
| Admin fee / account holder | $8 | $240-96.6% | $11,283-99.9% | $97-91.5% |