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 9-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 | $4,478 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,764 | $55,453-57.1% | $170,442-86.1% | $62,292-61.9% |
| Participation rate | 42.1% | 66.4%-24.3pp | 83.6%-41.5pp | 69.5%-27.4pp |
| Annual return | 13.65% | 21.38%-7.7pp | 205.93%-192.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $267 | $2,164-87.6% | $5,433-95.1% | $2,042-86.9% |
| Participant deferral / active EE | $1,628 | $2,303-29.3% | $4,939-67.0% | $3,169-48.6% |
| Admin fee / account holder | $39 | $455-91.4% | $13,880-99.7% | $479-91.8% |