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 8-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, CA 80111 | Recordkeeping Fees | $219,091 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $142,969 |
EKS&H LLLP1 year Filed as: EKS&H, LLLP Service code 10 8181 E. TUFFS AVE STE 600 · DENVER, CO 80237 | Accounting | $24,250 |
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 | $34,061 | $57,255-40.5% | $83,848-59.4% | $68,904-50.6% |
| Participation rate | 71.5% | 86.2%-14.7pp | 76.1%-4.7pp | 74.1%-2.7pp |
| Annual return | 5.66% | -0.34%+6.0pp | 850.88%-845.2pp | 1.07%+4.6pp |
| Employer contribution / active EE | $1,698 | $3,341-49.2% | $3,631-53.2% | $2,540-33.2% |
| Participant deferral / active EE | $2,593 | $3,207-19.1% | $4,082-36.5% | $4,015-35.4% |
| Admin fee / account holder | $65 | $103-37.3% | $5,478-98.8% | $71-9.1% |