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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,097 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35 |
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 | $101,193 | $85,766+18.0% | $136,294-25.8% | $70,131+44.3% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 19.51% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,494 | $2,966-49.6% | $4,695-68.2% | $2,342-36.2% |
| Participant deferral / active EE | $7,156 | $5,051+41.7% | $6,247+14.6% | $3,332+114.8% |
| Admin fee / account holder | $73 | $5,420-98.6% | $9,243-99.2% | $4,645-98.4% |