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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,882 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,589 | $43,423+44.1% | $78,689-20.5% | $55,167+13.5% |
| Participation rate | 57.0% | 68.0%-11.0pp | 73.6%-16.5pp | 69.0%-12.0pp |
| Annual return | 7.87% | 11.53%-3.7pp | 62.18%-54.3pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,231 | $1,997-38.4% | $2,851-56.8% | $1,963-37.3% |
| Participant deferral / active EE | $2,761 | $2,509+10.1% | $3,517-21.5% | $3,054-9.6% |
| Admin fee / account holder | $145 | $416-65.1% | $4,510-96.8% | $504-71.2% |