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 · EIN 84-0467907 | Recordkeeping | $997,939 |
TD AMERITRADE, INC.2 years Service code 59 | Shareholder Servicing | $0 |
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 | $31,476 | $58,202-45.9% | $172,739-81.8% | $89,569-64.9% |
| Participation rate | 81.1% | 72.8%+8.3pp | 82.6%-1.5pp | 69.6%+11.5pp |
| Annual return | 30.38% | 61.59%-31.2pp | 802.84%-772.5pp | 34.56%-4.2pp |
| Employer contribution / active EE | $736 | $1,759-58.2% | $5,143-85.7% | $2,584-71.5% |
| Participant deferral / active EE | $3,567 | $3,335+7.0% | $5,198-31.4% | $4,220-15.5% |
| Admin fee / account holder | $59 | $53+11.5% | $13,954-99.6% | $72-18.2% |