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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,364 |
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 | $37,122 | $40,522-8.4% | $84,611-56.1% | $67,579-45.1% |
| Participation rate | 96.5% | 51.1%+45.4pp | 68.2%+28.3pp | 71.3%+25.3pp |
| Annual return | 20.18% | 32.72%-12.5pp | 258.74%-238.6pp | 378.56%-358.4pp |
| Employer contribution / active EE | $1,290 | $1,146+12.5% | $2,652-51.4% | $2,148-40.0% |
| Participant deferral / active EE | $2,036 | $2,132-4.5% | $3,899-47.8% | $3,539-42.5% |
| Admin fee / account holder | $11 | $145-92.1% | $4,912-99.8% | $142-91.9% |