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 5-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 Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,108 | $91,190-90.0% | $178,490-94.9% | $79,858-88.6% |
| Participation rate | 60.4% | 69.2%-8.8pp | 81.9%-21.5pp | 69.6%-9.2pp |
| Annual return | 93.34% | 24.19%+69.1pp | 151.07%-57.7pp | 31.71%+61.6pp |
| Employer contribution / active EE | $6,124 | $3,256+88.1% | $5,011+22.2% | $2,471+147.8% |
| Participant deferral / active EE | $12,821 | $3,236+296.2% | $5,202+146.5% | $3,740+242.8% |
| Admin fee / account holder | $8 | $6,751-99.9% | $13,984-99.9% | $5,306-99.9% |