See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54,339 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR, LLC Service code 27 6504 BRIDGE POINT · AUSTIN, TX 78730 | Advisory (Plan) | $7,124 |
ASCENSUS LLC3+ years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 | Contract Administrator | $5,000 |
ASCENSUS LLC3+ years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,038 | $84,487-42.0% | $125,339-60.9% | $66,914-26.7% |
| Participation rate | 71.8% | 76.4%-4.6pp | 82.4%-10.6pp | 69.8%+2.0pp |
| Annual return | -17.48% | -8.39%-9.1pp | 572.05%-589.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,341 | $3,553-62.3% | $4,814-72.1% | $2,544-47.3% |
| Participant deferral / active EE | $4,092 | $6,781-39.7% | $7,446-45.0% | $4,237-3.4% |
| Admin fee / account holder | $223 | $685-67.4% | $10,010-97.8% | $593-62.3% |