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 | $2,781 |
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 | $122,937 | $80,005+53.7% | $140,016-12.2% | $55,725+120.6% |
| Participation rate | 88.4% | 87.0%+1.4pp | 87.5%+0.9pp | 70.9%+17.6pp |
| Annual return | -3.25% | 0.46%-3.7pp | 651.12%-654.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $5,154 | $3,403+51.5% | $5,606-8.1% | $2,078+148.0% |
| Participant deferral / active EE | $13,641 | $5,264+159.1% | $6,927+96.9% | $3,356+306.5% |
| Admin fee / account holder | $16 | $116-86.4% | $10,705-99.9% | $115-86.3% |