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 |
|---|---|---|
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $3,586 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $50,253 | $46,297+8.5% | $71,671-29.9% | $62,292-19.3% |
| Participation rate | 79.3% | 60.6%+18.6pp | 68.7%+10.5pp | 69.5%+9.8pp |
| Annual return | 13.45% | 22.32%-8.9pp | 20.65%-7.2pp | 28.90%-15.4pp |
| Employer contribution / active EE | $576 | $1,412-59.2% | $2,460-76.6% | $2,042-71.8% |
| Participant deferral / active EE | $3,336 | $2,235+49.3% | $3,438-3.0% | $3,169+5.3% |
| Admin fee / account holder | $15 | $461-96.6% | $5,558-99.7% | $479-96.8% |