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 INS. Service code 15 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $40,765 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,180 | $66,601-72.7% | $92,893-80.4% | $67,579-73.1% |
| Participation rate | 82.7% | 72.5%+10.2pp | 76.0%+6.7pp | 71.3%+11.4pp |
| Annual return | 19.14% | 92.58%-73.4pp | 109.41%-90.3pp | 378.56%-359.4pp |
| Employer contribution / active EE | $2,247 | $2,775-19.0% | $3,653-38.5% | $2,148+4.6% |
| Participant deferral / active EE | $3,058 | $3,157-3.1% | $4,236-27.8% | $3,539-13.6% |
| Admin fee / account holder | $70 | $199-65.0% | $5,794-98.8% | $142-51.1% |