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 | $26,127 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,725 |
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 | $85,818 | $71,666+19.7% | $117,854-27.2% | $69,631+23.2% |
| Participation rate | 59.2% | 77.5%-18.3pp | 79.7%-20.4pp | 70.7%-11.5pp |
| Annual return | 16.51% | 18.86%-2.3pp | 335.08%-318.6pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $2,416 | $1,889+27.9% | $3,786-36.2% | $2,032+18.9% |
| Participant deferral / active EE | $2,695 | $3,340-19.3% | $4,482-39.9% | $3,224-16.4% |
| Admin fee / account holder | $111 | $120-8.1% | $8,020-98.6% | $110+0.1% |