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 | $20,755 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,695 |
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 | $59,171 | $66,310-10.8% | $93,606-36.8% | $65,185-9.2% |
| Participation rate | 97.1% | 74.0%+23.2pp | 75.8%+21.3pp | 70.2%+26.9pp |
| Annual return | 23.42% | 42.58%-19.2pp | 32.76%-9.3pp | 29.38%-6.0pp |
| Employer contribution / active EE | $2,920 | $2,012+45.1% | $2,718+7.4% | $2,177+34.1% |
| Participant deferral / active EE | $4,399 | $3,342+31.6% | $4,069+8.1% | $3,514+25.2% |
| Admin fee / account holder | $193 | $6,897-97.2% | $7,888-97.6% | $847-77.3% |