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 15 · EIN 84-0467907 | Recordkeeping | $12,369 |
Service code 49 · EIN 36-3429599 | Other Services | $30 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $114,237-100.0% | $119,258-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.7%-82.7pp | 82.1%-82.1pp |
| Annual return | 12.40% | 29.87%-17.5pp | 30.69%-18.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $12,037 | $4,481+168.6% | $4,384+174.5% | $4,837+148.8% |
| Participant deferral / active EE | $36,764 | $6,084+504.3% | $6,111+501.6% | $6,341+479.8% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |