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 | $115,610 |
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 | $62,117 | $62,928-1.3% | $172,739-64.0% | $67,579-8.1% |
| Participation rate | 85.6% | 64.5%+21.1pp | 82.6%+2.9pp | 71.3%+14.3pp |
| Annual return | 18.97% | 30.36%-11.4pp | 802.84%-783.9pp | 378.56%-359.6pp |
| Employer contribution / active EE | $1,618 | $1,636-1.1% | $5,143-68.5% | $2,148-24.7% |
| Participant deferral / active EE | $3,336 | $2,145+55.5% | $5,198-35.8% | $3,539-5.7% |
| Admin fee / account holder | $201 | $167+20.5% | $13,954-98.6% | $142+41.1% |