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 | $8,151 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,143 | $80,177-47.4% | $123,892-66.0% | $57,658-26.9% |
| Participation rate | 81.8% | 74.4%+7.4pp | 81.4%+0.4pp | 70.2%+11.6pp |
| Annual return | 7.48% | 17.90%-10.4pp | 47.52%-40.0pp | 5.13%+2.3pp |
| Employer contribution / active EE | $693 | $2,913-76.2% | $4,617-85.0% | $1,974-64.9% |
| Participant deferral / active EE | $2,038 | $5,130-60.3% | $5,984-65.9% | $3,061-33.4% |
| Admin fee / account holder | $23 | $106-78.3% | $8,357-99.7% | $95-75.6% |