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 | $3,871 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,108 | $58,577-67.4% | $83,333-77.1% | $64,186-70.2% |
| Participation rate | 82.1% | 72.0%+10.1pp | 77.8%+4.3pp | 69.6%+12.5pp |
| Annual return | -5.57% | 9.65%-15.2pp | 10.63%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $447 | $2,098-78.7% | $3,379-86.8% | $2,381-81.2% |
| Participant deferral / active EE | $1,214 | $4,654-73.9% | $5,565-78.2% | $3,470-65.0% |
| Admin fee / account holder | $39 | $9,275-99.6% | $7,510-99.5% | $4,888-99.2% |