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 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,948 | $37,196-57.1% | $154,107-89.7% | $55,725-71.4% |
| Participation rate | 5.2% | 64.1%-58.9pp | 83.0%-77.8pp | 70.9%-65.6pp |
| Annual return | -5.74% | 1319.68%-1325.4pp | 735.12%-740.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $288 | $2,068-86.1% | $5,081-94.3% | $3,356-91.4% |
| Admin fee / account holder | $36 | $102-64.6% | $13,411-99.7% | $115-68.8% |