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 | $1,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,378 | $50,385-87.3% | $75,670-91.6% | $62,292-89.8% |
| Participation rate | 35.2% | 67.7%-32.6pp | 72.3%-37.2pp | 69.5%-34.4pp |
| Annual return | 14.38% | 19.90%-5.5pp | 27.34%-13.0pp | 28.90%-14.5pp |
| Employer contribution / active EE | $400 | $1,537-74.0% | $2,352-83.0% | $2,042-80.4% |
| Participant deferral / active EE | $640 | $2,445-73.8% | $3,142-79.6% | $3,169-79.8% |
| Admin fee / account holder | $49 | $384-87.2% | $5,800-99.2% | $479-89.8% |