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 | $1,056 |
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 | $182,292 | $100,801+80.8% | $149,696+21.8% | $73,409+148.3% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.5%+13.4pp | 72.2%+23.7pp |
| Annual return | 16.89% | 265.34%-248.4pp | 276.60%-259.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $7,668 | $3,312+131.5% | $4,644+65.1% | $2,234+243.3% |
| Participant deferral / active EE | $7,723 | $6,404+20.6% | $6,842+12.9% | $3,805+102.9% |
| Admin fee / account holder | $2 | $181-98.7% | $9,309-100.0% | $158-98.5% |