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 COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,919 |
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 | $43,484 | $45,152-3.7% | $73,843-41.1% | $59,632-27.1% |
| Participation rate | 98.8% | 64.0%+34.8pp | 73.4%+25.4pp | 68.7%+30.2pp |
| Annual return | 0.25% | 27.40%-27.1pp | 2267.84%-2267.6pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $2,959 | $1,902+55.6% | $2,787+6.1% | $2,203+34.3% |
| Participant deferral / active EE | $3,817 | $2,574+48.3% | $3,583+6.5% | $3,192+19.6% |
| Admin fee / account holder | $20 | $3,516-99.4% | $4,880-99.6% | $4,297-99.5% |