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 | $6,909 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $662 |
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.
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 | $10,434 | $44,873-76.7% | $79,464-86.9% | $56,287-81.5% |
| Participation rate | 67.2% | 68.7%-1.6pp | 73.3%-6.2pp | 69.9%-2.7pp |
| Annual return | -3.53% | 0.81%-4.3pp | 718.14%-721.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $532 | $2,140-75.2% | $2,800-81.0% | $2,111-74.8% |
| Participant deferral / active EE | $927 | $2,746-66.2% | $3,704-75.0% | $3,350-72.3% |
| Admin fee / account holder | $34 | $418-91.9% | $5,113-99.3% | $521-93.5% |