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 INS. CO Service code 15 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $70,838 |
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 | $31,811 | $80,177-60.3% | $123,892-74.3% | $57,658-44.8% |
| Participation rate | 88.8% | 74.4%+14.4pp | 81.4%+7.4pp | 70.2%+18.6pp |
| Annual return | 8.86% | 17.90%-9.0pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $858 | $2,913-70.5% | $4,617-81.4% | $1,974-56.5% |
| Participant deferral / active EE | $6,822 | $5,130+33.0% | $5,984+14.0% | $3,061+122.9% |
| Admin fee / account holder | $79 | $106-25.5% | $8,357-99.1% | $95-16.2% |