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 | $16,632 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $4,209 |
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 | $61,495 | $55,449+10.9% | $83,848-26.7% | $56,287+9.3% |
| Participation rate | 99.5% | 68.0%+31.5pp | 76.1%+23.4pp | 69.9%+29.7pp |
| Annual return | -6.42% | -1.38%-5.0pp | 850.88%-857.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $4,122 | $2,430+69.6% | $3,631+13.5% | $2,111+95.3% |
| Participant deferral / active EE | $6,167 | $2,935+110.1% | $4,082+51.1% | $3,350+84.1% |
| Admin fee / account holder | $72 | $656-89.0% | $5,478-98.7% | $521-86.2% |