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 | $34,561 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $25,667 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,628 | $75,284-22.1% | $91,001-35.6% | $69,631-15.8% |
| Participation rate | 99.7% | 80.4%+19.3pp | 75.6%+24.1pp | 70.7%+29.0pp |
| Annual return | 148.96% | 48.40%+100.6pp | 4.60%+144.4pp | 27571.02%-27422.1pp |
| Employer contribution / active EE | $2,696 | $2,473+9.0% | $2,456+9.8% | $2,032+32.7% |
| Participant deferral / active EE | $5,131 | $3,700+38.7% | $3,547+44.6% | $3,224+59.2% |
| Admin fee / account holder | $139 | $111+25.5% | $5,417-97.4% | $110+25.7% |