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 | $104,581 |
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 | $76,160 | $47,126+61.6% | $149,673-49.1% | $74,419+2.3% |
| Participation rate | 79.0% | 63.4%+15.6pp | 78.8%+0.3pp | 70.7%+8.3pp |
| Annual return | 17.95% | 22.75%-4.8pp | 134.42%-116.5pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,608 | $1,905-15.6% | $4,818-66.6% | $2,637-39.0% |
| Participant deferral / active EE | $3,836 | $2,728+40.6% | $5,680-32.5% | $4,528-15.3% |
| Admin fee / account holder | $157 | $343-54.1% | $13,210-98.8% | $348-54.8% |