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 | $69,568 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,246 | $155,795-74.2% | $136,294-70.5% | $69,631-42.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 70.7%+16.8pp |
| Annual return | 14.79% | 232464.33%-232449.5pp | 5155.94%-5141.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $965 | $2,991-67.7% | $4,695-79.4% | $2,032-52.5% |
| Participant deferral / active EE | $7,296 | $5,394+35.3% | $6,247+16.8% | $3,224+126.3% |
| Admin fee / account holder | $79 | $128-38.4% | $9,243-99.1% | $110-28.4% |