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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,344 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $288,951 | $69,305+316.9% | $82,313+251.0% | $69,631+315.0% |
| Participation rate | 37.8% | 80.3%-42.5pp | 76.9%-39.1pp | 70.7%-32.9pp |
| Annual return | 14.41% | 21.47%-7.1pp | 25.88%-11.5pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $3,275 | $1,887+73.6% | $2,428+34.9% | $2,032+61.2% |
| Participant deferral / active EE | $574 | $3,568-83.9% | $3,706-84.5% | $3,224-82.2% |
| Admin fee / account holder | $267 | $97+174.8% | $5,608-95.2% | $110+141.8% |