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 55 175 FEDERAL ST · BOSTON, MA 02110 | Other Commissions | $24,980 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,262 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $693 |
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 | $130,864 | $85,766+52.6% | $136,294-4.0% | $70,131+86.6% |
| Participation rate | 84.5% | 74.2%+10.4pp | 81.9%+2.6pp | 69.5%+15.0pp |
| Annual return | 18.39% | 31.45%-13.1pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,120 | $2,966-28.5% | $4,695-54.8% | $2,342-9.5% |
| Participant deferral / active EE | $6,608 | $5,051+30.8% | $6,247+5.8% | $3,332+98.3% |
| Admin fee / account holder | $18 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |