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 8-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 INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120,920 |
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 | $87,740 | $105,247-16.6% | $87,100+0.7% | $77,787+12.8% |
| Participation rate | 85.9% | 85.8%+0.1pp | 76.9%+9.0pp | 73.2%+12.6pp |
| Annual return | 16.91% | 24.52%-7.6pp | 28.19%-11.3pp | 32.57%-15.7pp |
| Employer contribution / active EE | $3,921 | $2,895+35.5% | $2,521+55.5% | $2,504+56.5% |
| Participant deferral / active EE | $4,659 | $5,060-7.9% | $4,049+15.1% | $3,967+17.4% |
| Admin fee / account holder | $60 | $104-42.8% | $7,497-99.2% | $100-40.2% |