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 | $94,581 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,947 | $80,211-49.0% | $74,183-44.8% | $63,975-36.0% |
| Participation rate | 89.7% | 84.2%+5.6pp | 76.6%+13.1pp | 71.1%+18.6pp |
| Annual return | 9.35% | 14.13%-4.8pp | 17.74%-8.4pp | 48.65%-39.3pp |
| Employer contribution / active EE | $68 | $2,553-97.3% | $2,370-97.1% | $2,182-96.9% |
| Participant deferral / active EE | $2,219 | $4,370-49.2% | $3,550-37.5% | $3,356-33.9% |
| Admin fee / account holder | $65 | $67-3.8% | $5,586-98.8% | $70-8.2% |