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 | $53,087 |
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $25,540 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $859 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,904 | $55,002-62.0% | $59,878-65.1% | $56,287-62.9% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.7%+24.5pp | 69.9%+29.3pp |
| Annual return | -6.45% | 1.13%-7.6pp | 3.46%-9.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,202 | $2,448-10.1% | $2,722-19.1% | $2,111+4.3% |
| Participant deferral / active EE | $1,535 | $3,121-50.8% | $3,402-54.9% | $3,350-54.2% |
| Admin fee / account holder | $177 | $236-24.9% | $3,590-95.1% | $521-66.0% |