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 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $39,111 |
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 | $247,514 | $54,320+355.7% | $67,652+265.9% | $52,331+373.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 1.27% | 6.81%-5.5pp | 6625.04%-6623.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $9,465 | $1,544+513.1% | $2,266+317.8% | $1,882+403.0% |
| Participant deferral / active EE | $1,431 | $2,950-51.5% | $3,560-59.8% | $3,022-52.7% |
| Admin fee / account holder | $285 | $527-45.8% | $4,821-94.1% | $592-51.7% |