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 | $9,231 |
L M KOHN & COMPANY1 year Service code 27 10151 CARVER RD STE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $3,627 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,216 | $31,388+12.2% | $73,545-52.1% | $62,292-43.5% |
| Participation rate | 27.6% | 39.9%-12.2pp | 54.9%-27.3pp | 69.5%-41.9pp |
| Annual return | 34.42% | 25.34%+9.1pp | -15.16%+49.6pp | 28.90%+5.5pp |
| Employer contribution / active EE | $420 | $498-15.7% | $1,219-65.6% | $2,042-79.4% |
| Participant deferral / active EE | $872 | $1,028-15.2% | $1,806-51.7% | $3,169-72.5% |
| Admin fee / account holder | $218 | $299-27.2% | $2,320-90.6% | $479-54.5% |