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 | $4,285 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,041 | $78,672+43.7% | $109,143+3.6% | $85,850+31.7% |
| Participation rate | 76.3% | 68.3%+8.0pp | 75.9%+0.4pp | 69.3%+7.0pp |
| Annual return | 13.65% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $8,343 | $2,735+205.1% | $3,722+124.2% | $2,565+225.3% |
| Participant deferral / active EE | $3,094 | $3,467-10.8% | $4,653-33.5% | $3,952-21.7% |
| Admin fee / account holder | $34 | $5,469-99.4% | $6,752-99.5% | $6,260-99.5% |