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 | $15,962 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $90 |
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 | $106,778 | $77,813+37.2% | $123,544-13.6% | $64,186+66.4% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -3.55% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,497 | $3,014-50.3% | $4,628-67.6% | $2,381-37.1% |
| Participant deferral / active EE | $8,055 | $5,240+53.7% | $6,426+25.4% | $3,470+132.2% |
| Admin fee / account holder | $159 | $5,519-97.1% | $9,284-98.3% | $4,888-96.7% |