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 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $35,835 |
STRATEGIES LLC2+ years Service code 31 1900 WAZEE ST STE 1535 · DENVER, CO 80202 | Named fiduciary | $19,844 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,723 | $51,244+51.7% | $80,975-4.0% | $55,167+40.9% |
| Participation rate | 73.4% | 71.7%+1.7pp | 75.8%-2.4pp | 69.0%+4.4pp |
| Annual return | 6.44% | 17.39%-11.0pp | 17.10%-10.7pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,214 | $1,770+25.1% | $3,714-40.4% | $1,963+12.8% |
| Participant deferral / active EE | $4,149 | $4,418-6.1% | $5,696-27.2% | $3,054+35.9% |
| Admin fee / account holder | $541 | $398+35.8% | $5,516-90.2% | $504+7.3% |