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 | $8,368 |
Service code 55 5707 SW PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $5,423 |
INTEGRITY PENSION SERVICES, LLC4+ years Service code 12 3214 VELVET ROSE STREET · LAS VEGAS, NV 89135 | Claims processing; Contract Administr... | $565 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $215 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $6,201 | $90,600-93.2% | $79,464-92.2% | $135,375-95.4% |
| Participation rate | 47.4% | 76.0%-28.7pp | 73.3%-26.0pp | 82.6%-35.3pp |
| Annual return | -7.41% | 977.43%-984.8pp | 718.14%-725.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $699 | $4,050-82.7% | $3,704-81.1% | $5,609-87.5% |
| Admin fee / account holder | $96 | $5,907-98.4% | $5,113-98.1% | $10,827-99.1% |