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 | $17,349 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,404 |
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 | $19,209 | $36,916-48.0% | $156,549-87.7% | $57,658-66.7% |
| Participation rate | 96.0% | 63.4%+32.5pp | 84.0%+12.0pp | 70.2%+25.8pp |
| Annual return | 11.38% | 12.38%-1.0pp | 32.23%-20.8pp | 5.13%+6.2pp |
| Employer contribution / active EE | $1,048 | $1,571-33.3% | $5,501-80.9% | $1,974-46.9% |
| Participant deferral / active EE | $2,255 | $1,926+17.1% | $4,871-53.7% | $3,061-26.3% |
| Admin fee / account holder | $46 | $82-44.6% | $13,027-99.6% | $95-51.7% |