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 | $5,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,392 | $47,977-13.7% | $154,107-73.1% | $56,287-26.5% |
| Participation rate | 62.1% | 66.2%-4.1pp | 83.0%-20.9pp | 69.9%-7.8pp |
| Annual return | -5.61% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.3pp |
| Employer contribution / active EE | $796 | $2,169-63.3% | $5,298-85.0% | $2,111-62.3% |
| Participant deferral / active EE | $1,208 | $2,392-49.5% | $5,081-76.2% | $3,350-63.9% |
| Admin fee / account holder | $52 | $438-88.2% | $13,411-99.6% | $521-90.1% |