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 | $100,913 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,573 | $46,292+43.8% | $143,757-53.7% | $64,808+2.7% |
| Participation rate | 77.1% | 64.2%+12.9pp | 80.3%-3.2pp | 71.5%+5.6pp |
| Annual return | -1.52% | -10.05%+8.5pp | -0.04%-1.5pp | 32.82%-34.3pp |
| Employer contribution / active EE | $1,558 | $1,910-18.4% | $4,951-68.5% | $2,506-37.8% |
| Participant deferral / active EE | $3,674 | $2,646+38.9% | $5,637-34.8% | $4,310-14.8% |
| Admin fee / account holder | $159 | $154+3.5% | $14,673-98.9% | $188-15.2% |