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 | $47,691 |
US BANCORP INVESTMENTS INC3+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $42,485 |
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 | $86,030 | $69,305+24.1% | $82,313+4.5% | $69,631+23.6% |
| Participation rate | 91.9% | 80.3%+11.7pp | 76.9%+15.0pp | 70.7%+21.2pp |
| Annual return | 16.05% | 21.47%-5.4pp | 25.88%-9.8pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,260 | $1,887-33.2% | $2,428-48.1% | $2,032-38.0% |
| Participant deferral / active EE | $3,369 | $3,568-5.6% | $3,706-9.1% | $3,224+4.5% |
| Admin fee / account holder | $88 | $97-10.0% | $5,608-98.4% | $110-20.8% |