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 | $25,862 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,354 | $107,378-16.8% | $108,579-17.7% | $57,658+55.0% |
| Participation rate | 54.5% | 77.1%-22.6pp | 79.6%-25.0pp | 70.2%-15.7pp |
| Annual return | 8.49% | 12.80%-4.3pp | -51.70%+60.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,434 | $1,782+36.6% | $3,758-35.2% | $1,974+23.3% |
| Participant deferral / active EE | $2,601 | $3,221-19.2% | $4,311-39.7% | $3,061-15.0% |
| Admin fee / account holder | $116 | $108+6.5% | $7,645-98.5% | $95+22.2% |