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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,531 |
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 | $176,362 | $88,122+100.1% | $141,162+24.9% | $67,579+161.0% |
| Participation rate | 90.8% | 76.5%+14.3pp | 82.5%+8.3pp | 71.3%+19.5pp |
| Annual return | 28.63% | 75.40%-46.8pp | 71.39%-42.8pp | 378.56%-349.9pp |
| Employer contribution / active EE | $6,448 | $3,224+100.0% | $4,735+36.2% | $2,148+200.2% |
| Participant deferral / active EE | $7,711 | $5,958+29.4% | $6,709+14.9% | $3,539+117.9% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |