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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,569 |
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 | $54,929 | $68,413-19.7% | $123,104-55.4% | $55,191-0.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 0.03% | 6.30%-6.3pp | 13.22%-13.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,975 | $3,050-2.5% | $5,151-42.3% | $1,899+56.7% |
| Participant deferral / active EE | $2,792 | $4,490-37.8% | $6,230-55.2% | $3,046-8.4% |
| Admin fee / account holder | $49 | $88-43.8% | $9,015-99.5% | $91-45.7% |