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 7-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,142 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,473 | $65,435-64.1% | $86,677-72.9% | $66,914-64.9% |
| Participation rate | 87.7% | 75.5%+12.2pp | 76.6%+11.1pp | 69.8%+17.9pp |
| Annual return | -16.12% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,909 | $2,153+35.1% | $2,836+2.6% | $2,544+14.3% |
| Participant deferral / active EE | $4,654 | $4,100+13.5% | $4,6560% | $4,237+9.8% |
| Admin fee / account holder | $25 | $642-96.1% | $7,493-99.7% | $593-95.7% |