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 | $10,167 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $6,160 |
BFBA, LLP2+ years Service code 10 83 SCRIPPS DR STE 210 · SACRAMENTO, CA 95825 | Accounting | $2,735 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $787 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,070 | $51,466-76.5% | $78,778-84.7% | $62,292-80.6% |
| Participation rate | 39.9% | 59.8%-19.9pp | 69.2%-29.3pp | 69.5%-29.6pp |
| Annual return | 15.95% | 19.96%-4.0pp | 35.62%-19.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $330 | $827-60.1% | $1,986-83.4% | $2,042-83.8% |
| Participant deferral / active EE | $1,465 | $2,147-31.8% | $2,958-50.5% | $3,169-53.8% |
| Admin fee / account holder | $105 | $489-78.5% | $5,134-98.0% | $479-78.1% |