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 | $73,190 |
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 | $38,944 | $84,936-54.1% | $111,297-65.0% | $79,386-50.9% |
| Participation rate | 86.1% | 75.9%+10.3pp | 77.3%+8.8pp | 70.7%+15.4pp |
| Annual return | 16.08% | 17.45%-1.4pp | 54.65%-38.6pp | 116.85%-100.8pp |
| Employer contribution / active EE | $912 | $1,979-53.9% | $2,731-66.6% | $2,427-62.4% |
| Participant deferral / active EE | $2,349 | $3,888-39.6% | $4,487-47.6% | $4,046-41.9% |
| Admin fee / account holder | $271 | $537-49.5% | $7,964-96.6% | $626-56.7% |