See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,190 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,427 | $62,132-20.4% | $185,823-73.4% | $73,488-32.7% |
| Participation rate | 55.6% | 67.8%-12.2pp | 78.0%-22.4pp | 70.7%-15.1pp |
| Annual return | 21.67% | 20.44%+1.2pp | 35.95%-14.3pp | 28.51%-6.8pp |
| Employer contribution / active EE | $661 | $1,681-60.7% | $4,087-83.8% | $2,270-70.9% |
| Participant deferral / active EE | $2,158 | $3,711-41.9% | $5,632-61.7% | $3,740-42.3% |
| Admin fee / account holder | $76 | $419-81.8% | $9,500-99.2% | $513-85.1% |