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: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,454 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,362 |
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 | $46,631 | $51,466-9.4% | $78,778-40.8% | $62,292-25.1% |
| Participation rate | 72.6% | 59.8%+12.8pp | 69.2%+3.4pp | 69.5%+3.1pp |
| Annual return | 16.36% | 19.96%-3.6pp | 35.62%-19.3pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,880 | $827+127.2% | $1,986-5.3% | $2,042-8.0% |
| Participant deferral / active EE | $3,378 | $2,147+57.3% | $2,958+14.2% | $3,169+6.6% |
| Admin fee / account holder | $40 | $489-91.8% | $5,134-99.2% | $479-91.6% |