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 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120,126 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $62,452 | $46,173+35.3% | $170,442-63.4% | $69,631-10.3% |
| Participation rate | 73.5% | 63.9%+9.6pp | 83.6%-10.1pp | 70.7%+2.8pp |
| Annual return | 13.94% | 21.62%-7.7pp | 205.93%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $1,147 | $1,610-28.8% | $5,433-78.9% | $2,032-43.6% |
| Participant deferral / active EE | $3,032 | $2,080+45.8% | $4,939-38.6% | $3,224-5.9% |
| Admin fee / account holder | $232 | $116+100.4% | $13,880-98.3% | $110+110.4% |