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 | $9,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,695 | $41,647+14.5% | $96,139-50.4% | $86,799-45.1% |
| Participation rate | 97.6% | 50.2%+47.4pp | 68.4%+29.2pp | 72.3%+25.4pp |
| Annual return | 13.62% | 27.24%-13.6pp | 191.94%-178.3pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,450 | $1,318+10.0% | $2,797-48.2% | $2,405-39.7% |
| Participant deferral / active EE | $2,401 | $2,412-0.5% | $4,349-44.8% | $4,131-41.9% |
| Admin fee / account holder | $12 | $169-93.2% | $5,537-99.8% | $170-93.2% |