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 48322 | Recordkeeping Fees | $13,499 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $303 |
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 | $77,856 | $80,753-3.6% | $136,294-42.9% | $62,292+25.0% |
| Participation rate | 97.7% | 73.5%+24.1pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 19.14% | 35.83%-16.7pp | 5155.94%-5136.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $5,674 | $2,884+96.8% | $4,695+20.8% | $2,042+177.8% |
| Participant deferral / active EE | $3,358 | $5,164-35.0% | $6,247-46.3% | $3,169+6.0% |
| Admin fee / account holder | $51 | $525-90.3% | $9,243-99.4% | $479-89.4% |