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 | $1,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,296 | $82,202+103.5% | $125,339+33.5% | $64,808+158.1% |
| Participation rate | 93.3% | 77.9%+15.4pp | 82.4%+10.9pp | 71.5%+21.9pp |
| Annual return | -14.40% | 3.48%-17.9pp | 572.05%-586.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $8,979 | $3,615+148.4% | $4,814+86.5% | $2,506+258.3% |
| Participant deferral / active EE | $9,432 | $7,175+31.5% | $7,446+26.7% | $4,310+118.8% |
| Admin fee / account holder | $3 | $163-98.1% | $10,010-100.0% | $188-98.4% |