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 | $47,577 |
COMMERCE BANK2+ years Service code 99 922 WALNUT · KANSAS CITY, MO 64106 | Other Fees | $31,220 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,432 | $71,192+86.0% | $117,854+12.4% | $62,292+112.6% |
| Participation rate | 65.5% | 74.2%-8.8pp | 79.7%-14.2pp | 69.5%-4.1pp |
| Annual return | 15.99% | 18.66%-2.7pp | 335.08%-319.1pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,043 | $1,934+5.7% | $3,786-46.0% | $2,042+0.1% |
| Participant deferral / active EE | $2,983 | $3,189-6.5% | $4,482-33.4% | $3,169-5.9% |
| Admin fee / account holder | $999 | $587+70.1% | $8,020-87.5% | $479+108.3% |