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 | $6,153 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $74 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $12,516 | $50,637-75.3% | $86,590-85.5% | $62,292-79.9% |
| Participation rate | 62.9% | 67.9%-5.0pp | 73.5%-10.7pp | 69.5%-6.6pp |
| Annual return | 19.44% | 20.80%-1.4pp | 964.84%-945.4pp | 28.90%-9.5pp |
| Employer contribution / active EE | $736 | $2,075-64.5% | $2,839-74.1% | $2,042-63.9% |
| Participant deferral / active EE | $765 | $2,611-70.7% | $3,609-78.8% | $3,169-75.9% |
| Admin fee / account holder | $30 | $413-92.8% | $4,906-99.4% | $479-93.8% |