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 | $87,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,193 | $52,293+17.0% | $178,490-65.7% | $73,409-16.6% |
| Participation rate | 83.6% | 65.3%+18.3pp | 81.9%+1.7pp | 72.2%+11.4pp |
| Annual return | 7.50% | 34.75%-27.2pp | 151.07%-143.6pp | 59.29%-51.8pp |
| Employer contribution / active EE | $1,333 | $1,735-23.2% | $5,011-73.4% | $2,234-40.3% |
| Participant deferral / active EE | $3,461 | $2,332+48.4% | $5,202-33.5% | $3,805-9.1% |
| Admin fee / account holder | $143 | $127+12.1% | $13,984-99.0% | $158-9.6% |