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 AND ANNUITY COMPANY Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,426 | $46,360-17.1% | $147,614-74.0% | $52,331-26.6% |
| Participation rate | 69.4% | 64.9%+4.5pp | 84.6%-15.2pp | 68.1%+1.3pp |
| Annual return | 0.18% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $805 | $2,126-62.1% | $5,564-85.5% | $1,882-57.2% |
| Participant deferral / active EE | $1,271 | $2,258-43.7% | $4,895-74.0% | $3,022-57.9% |
| Admin fee / account holder | $46 | $766-94.0% | $11,611-99.6% | $592-92.2% |