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 | $7,811 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,640 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33 |
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 | $29,718 | $80,753-63.2% | $136,294-78.2% | $62,292-52.3% |
| Participation rate | 76.1% | 73.5%+2.5pp | 81.9%-5.8pp | 69.5%+6.6pp |
| Annual return | 13.73% | 35.83%-22.1pp | 5155.94%-5142.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $2,738 | $2,884-5.1% | $4,695-41.7% | $2,042+34.1% |
| Participant deferral / active EE | $4,948 | $5,164-4.2% | $6,247-20.8% | $3,169+56.1% |
| Admin fee / account holder | $41 | $525-92.3% | $9,243-99.6% | $479-91.5% |