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 | $6,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,266 | $56,485+24.4% | $185,823-62.2% | $86,799-19.0% |
| Participation rate | 80.9% | 65.5%+15.5pp | 81.7%-0.8pp | 72.3%+8.7pp |
| Annual return | 14.01% | 118.04%-104.0pp | 122.05%-108.0pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,444 | $1,843-21.6% | $5,167-72.1% | $2,405-40.0% |
| Participant deferral / active EE | $3,602 | $2,553+41.1% | $5,568-35.3% | $4,131-12.8% |
| Admin fee / account holder | $10 | $150-93.3% | $16,237-99.9% | $170-94.1% |