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 | $1,381 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,447 | $104,317+94.1% | $159,436+27.0% | $86,799+133.2% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.8%+16.6pp | 72.3%+27.1pp |
| Annual return | 13.22% | 26.32%-13.1pp | 263.57%-250.3pp | 97.91%-84.7pp |
| Employer contribution / active EE | $8,286 | $3,451+140.1% | $4,829+71.6% | $2,405+244.5% |
| Participant deferral / active EE | $8,638 | $6,837+26.3% | $7,352+17.5% | $4,131+109.1% |
| Admin fee / account holder | $3 | $172-98.5% | $10,799-100.0% | $170-98.4% |