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 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,914 |
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 | $30,561 | $50,106-39.0% | $70,014-56.3% | $57,658-47.0% |
| Participation rate | 91.1% | 70.9%+20.3pp | 71.8%+19.3pp | 70.2%+20.9pp |
| Annual return | 8.49% | 14.58%-6.1pp | 12.99%-4.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,738 | $1,739-0.1% | $2,338-25.7% | $1,974-12.0% |
| Participant deferral / active EE | $2,918 | $2,486+17.4% | $2,931-0.4% | $3,061-4.7% |
| Admin fee / account holder | $22 | $89-75.3% | $4,380-99.5% | $95-76.6% |