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 CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,992 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,012 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,264 | $35,986-46.5% | $77,482-75.1% | $73,488-73.8% |
| Participation rate | 81.2% | 40.8%+40.4pp | 54.2%+27.0pp | 70.7%+10.5pp |
| Annual return | 10.13% | 19.26%-9.1pp | 54.79%-44.7pp | 28.51%-18.4pp |
| Employer contribution / active EE | $155 | $557-72.3% | $986-84.3% | $2,270-93.2% |
| Participant deferral / active EE | $1,253 | $1,198+4.7% | $1,861-32.7% | $3,740-66.5% |
| Admin fee / account holder | $78 | $466-83.3% | $2,858-97.3% | $513-84.8% |