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 | $24,697 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,045 | $63,745-7.4% | $98,442-40.0% | $79,386-25.6% |
| Participation rate | 97.5% | 69.9%+27.6pp | 73.3%+24.2pp | 70.7%+26.8pp |
| Annual return | 13.24% | 625.80%-612.6pp | 1492.73%-1479.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,818 | $2,557+10.2% | $2,960-4.8% | $2,427+16.1% |
| Participant deferral / active EE | $4,347 | $3,303+31.6% | $4,276+1.6% | $4,046+7.4% |
| Admin fee / account holder | $117 | $516-77.3% | $5,949-98.0% | $626-81.3% |