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 | $17,893 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $6,186 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $742 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,058 | $48,364-60.6% | $71,796-73.5% | $62,891-69.7% |
| Participation rate | 45.3% | 60.6%-15.4pp | 69.1%-23.8pp | 69.3%-24.0pp |
| Annual return | 6.85% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,028 | $2,091-3.0% | $2,794-27.4% | $3,203-36.7% |
| Admin fee / account holder | $263 | $3,771-93.0% | $4,815-94.5% | $4,296-93.9% |