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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $131 |
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 | $43,411 | $36,916+17.6% | $156,549-72.3% | $57,658-24.7% |
| Participation rate | 49.1% | 63.4%-14.4pp | 84.0%-35.0pp | 70.2%-21.2pp |
| Annual return | 10.88% | 12.38%-1.5pp | 32.23%-21.3pp | 5.13%+5.7pp |
| Employer contribution / active EE | $713 | $1,571-54.6% | $5,501-87.0% | $1,974-63.9% |
| Participant deferral / active EE | $2,342 | $1,926+21.6% | $4,871-51.9% | $3,061-23.5% |
| Admin fee / account holder | $0 | $82-99.5% | $13,027-100.0% | $95-99.6% |