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 | $42,518 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $18,050 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $14,238 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,649 | $53,925-26.5% | $75,670-47.6% | $69,631-43.1% |
| Participation rate | 56.2% | 71.2%-15.0pp | 72.3%-16.2pp | 70.7%-14.5pp |
| Annual return | 15.49% | 17.84%-2.3pp | 27.34%-11.9pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $3,215 | $1,802+78.4% | $2,352+36.7% | $2,032+58.2% |
| Participant deferral / active EE | $1,776 | $2,569-30.9% | $3,142-43.5% | $3,224-44.9% |
| Admin fee / account holder | $189 | $97+94.9% | $5,800-96.7% | $110+71.4% |