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 | $33,221 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $21,984 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $128 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,012 | $66,302-63.8% | $110,238-78.2% | $56,287-57.3% |
| Participation rate | 97.0% | 74.9%+22.1pp | 79.8%+17.2pp | 69.9%+27.2pp |
| Annual return | -4.12% | -1.18%-2.9pp | 314.74%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,691 | $2,047-17.4% | $3,826-55.8% | $2,111-19.9% |
| Participant deferral / active EE | $4,453 | $3,381+31.7% | $4,672-4.7% | $3,350+33.0% |
| Admin fee / account holder | $120 | $698-82.8% | $8,547-98.6% | $521-77.0% |