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 |
|---|---|---|
IPS RIA, LLC2+ years Service code 27 10000 NORTH CENTRAL EXPWY STE 1100 · DALLAS, TX 75210 | Advisory (Plan) | $18,603 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,393 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,733 | $36,916-8.6% | $156,549-78.5% | $57,658-41.5% |
| Participation rate | 58.8% | 63.4%-4.6pp | 84.0%-25.2pp | 70.2%-11.4pp |
| Annual return | 10.98% | 12.38%-1.4pp | 32.23%-21.2pp | 5.13%+5.8pp |
| Employer contribution / active EE | $1,430 | $1,571-8.9% | $5,501-74.0% | $1,974-27.5% |
| Participant deferral / active EE | $2,737 | $1,926+42.1% | $4,871-43.8% | $3,061-10.6% |
| Admin fee / account holder | $118 | $82+43.0% | $13,027-99.1% | $95+24.8% |