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 | $16,782 |
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 | $40,279 | $49,177-18.1% | $79,464-49.3% | $64,186-37.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.73% | -1.16%-0.6pp | 718.14%-719.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,254 | $2,076+56.7% | $2,800+16.2% | $2,381+36.7% |
| Participant deferral / active EE | $3,773 | $2,821+33.7% | $3,704+1.9% | $3,470+8.7% |
| Admin fee / account holder | $91 | $3,839-97.6% | $5,113-98.2% | $4,888-98.1% |