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 INSRUANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $4,350 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,593 |
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 | $158,536 | $73,102+116.9% | $123,544+28.3% | $56,287+181.7% |
| Participation rate | 96.4% | 74.3%+22.0pp | 82.3%+14.1pp | 69.9%+26.5pp |
| Annual return | -6.05% | 3.01%-9.1pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $8,950 | $2,977+200.6% | $4,628+93.4% | $2,111+324.0% |
| Participant deferral / active EE | $6,893 | $5,423+27.1% | $6,426+7.3% | $3,350+105.8% |
| Admin fee / account holder | $22 | $554-96.0% | $9,284-99.8% | $521-95.8% |