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 | $5,461 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,159 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,801 | $79,523-81.4% | $140,016-89.4% | $56,287-73.7% |
| Participation rate | 89.8% | 85.7%+4.1pp | 87.5%+2.3pp | 69.9%+19.9pp |
| Annual return | -3.71% | 2.39%-6.1pp | 651.12%-654.8pp | -9.96%+6.2pp |
| Employer contribution / active EE | $265 | $3,350-92.1% | $5,606-95.3% | $2,111-87.5% |
| Participant deferral / active EE | $3,661 | $5,129-28.6% | $6,927-47.2% | $3,350+9.3% |
| Admin fee / account holder | $34 | $614-94.5% | $10,705-99.7% | $521-93.5% |