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 INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $6,502 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,559 | $60,349+23.5% | $74,183+0.5% | $62,891+18.6% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 4.59% | 21.37%-16.8pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,148 | $1,680-31.7% | $2,370-51.6% | $2,281-49.7% |
| Participant deferral / active EE | $1,287 | $2,856-54.9% | $3,550-63.7% | $3,203-59.8% |
| Admin fee / account holder | $98 | $4,261-97.7% | $5,586-98.3% | $4,296-97.7% |