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 | Recordkeeping | $0 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $135,390 | $62,267+117.4% | $110,238+22.8% | $55,725+143.0% |
| Participation rate | 67.5% | 78.1%-10.7pp | 79.8%-12.4pp | 70.9%-3.4pp |
| Annual return | -5.16% | -1.07%-4.1pp | 314.74%-319.9pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,046 | $1,941+5.4% | $3,826-46.5% | $2,078-1.6% |
| Participant deferral / active EE | $5,698 | $3,516+62.1% | $4,672+22.0% | $3,356+69.8% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |