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 | $38,706 |
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 | $42,054 | $37,196+13.1% | $154,107-72.7% | $55,725-24.5% |
| Participation rate | 63.5% | 64.1%-0.6pp | 83.0%-19.6pp | 70.9%-7.4pp |
| Annual return | -5.97% | 1319.68%-1325.7pp | 735.12%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,010 | $1,614-37.4% | $5,298-80.9% | $2,078-51.4% |
| Participant deferral / active EE | $3,000 | $2,068+45.0% | $5,081-41.0% | $3,356-10.6% |
| Admin fee / account holder | $101 | $102-1.0% | $13,411-99.3% | $115-12.7% |