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 9-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 Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,070 |
Service code 27 4340 REDWOOD HWY STE 860 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,880 |
Service code 12 PO BOX 3789 · LITTLETON, CO 80161 | Claims processing; Contract Administr... | $12,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,681 | $52,293-35.6% | $178,490-81.1% | $73,409-54.1% |
| Participation rate | 34.6% | 65.3%-30.7pp | 81.9%-47.3pp | 72.2%-37.6pp |
| Annual return | 12.43% | 34.75%-22.3pp | 151.07%-138.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $373 | $1,735-78.5% | $5,011-92.5% | $2,234-83.3% |
| Participant deferral / active EE | $1,652 | $2,332-29.2% | $5,202-68.2% | $3,805-56.6% |
| Admin fee / account holder | $274 | $127+115.5% | $13,984-98.0% | $158+73.8% |