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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $10,015 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $453 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,159 | $81,537+8.1% | $149,718-41.1% | $69,631+26.6% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.1%+7.9pp | 70.7%+24.3pp |
| Annual return | 11.82% | 22.79%-11.0pp | 1501.63%-1489.8pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $25,538 | $3,239+688.4% | $5,445+369.0% | $2,032+1156.7% |
| Participant deferral / active EE | $4,484 | $4,994-10.2% | $6,569-31.7% | $3,224+39.1% |
| Admin fee / account holder | $33 | $107-69.4% | $11,283-99.7% | $110-70.4% |