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 | $19,696 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,594 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,910 | $60,165-43.6% | $74,183-54.3% | $55,167-38.5% |
| Participation rate | 81.5% | 74.2%+7.4pp | 76.6%+4.9pp | 69.0%+12.5pp |
| Annual return | 36.13% | 10.00%+26.1pp | 17.74%+18.4pp | 169.23%-133.1pp |
| Employer contribution / active EE | $568 | $1,600-64.5% | $2,370-76.0% | $1,963-71.1% |
| Participant deferral / active EE | $1,930 | $2,973-35.1% | $3,550-45.6% | $3,054-36.8% |
| Admin fee / account holder | $93 | $419-77.7% | $5,586-98.3% | $504-81.5% |