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, CA 80111 | Recordkeeping Fees | $102,089 |
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 | $81,838 | $50,815+61.1% | $155,509-47.4% | $77,643+5.4% |
| Participation rate | 77.9% | 63.1%+14.8pp | 78.2%-0.3pp | 70.6%+7.3pp |
| Annual return | 25.72% | 34.80%-9.1pp | 64.67%-38.9pp | 31.24%-5.5pp |
| Employer contribution / active EE | $1,783 | $1,993-10.5% | $4,672-61.8% | $2,726-34.6% |
| Participant deferral / active EE | $4,286 | $2,822+51.9% | $5,626-23.8% | $4,647-7.8% |
| Admin fee / account holder | $135 | $437-69.2% | $15,912-99.2% | $430-68.7% |