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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,583 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,109 | $79,428-38.2% | $106,548-53.9% | $79,386-38.1% |
| Participation rate | 97.2% | 74.1%+23.1pp | 76.1%+21.1pp | 70.7%+26.5pp |
| Annual return | 11.05% | 18.27%-7.2pp | 26.80%-15.7pp | 116.85%-105.8pp |
| Employer contribution / active EE | $913 | $2,234-59.1% | $2,819-67.6% | $2,427-62.4% |
| Participant deferral / active EE | $2,540 | $3,823-33.6% | $4,398-42.3% | $4,046-37.2% |
| Admin fee / account holder | $297 | $523-43.2% | $7,407-96.0% | $626-52.5% |