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 INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,229 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,708 | $39,948-53.2% | $89,391-79.1% | $73,409-74.5% |
| Participation rate | 73.0% | 50.4%+22.5pp | 68.0%+5.0pp | 72.2%+0.8pp |
| Annual return | 15.37% | 50.12%-34.8pp | 245.62%-230.2pp | 59.29%-43.9pp |
| Employer contribution / active EE | $199 | $1,200-83.4% | $2,586-92.3% | $2,234-91.1% |
| Participant deferral / active EE | $1,736 | $2,193-20.8% | $3,890-55.4% | $3,805-54.4% |
| Admin fee / account holder | $131 | $134-2.1% | $4,881-97.3% | $158-16.7% |