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 8-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 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $2,837 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,332 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,201 | $102,553-15.9% | $151,611-43.1% | $66,914+28.8% |
| Participation rate | 82.2% | 85.5%-3.3pp | 87.5%-5.3pp | 69.8%+12.4pp |
| Annual return | 0.00% | -10.82%+10.8pp | 3.33%-3.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $4,062 | $4,180-2.8% | $6,166-34.1% | $2,544+59.6% |
| Participant deferral / active EE | $13,636 | $6,641+105.3% | $8,363+63.0% | $4,237+221.8% |
| Admin fee / account holder | $26 | $630-95.8% | $11,616-99.8% | $593-95.5% |