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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,591 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,930 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 1250 CAPITAL OF TEXAS HWY S · LAFAYETTE, CA 94549 | Other Commissions | $7,542 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $290 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
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 | $62,547 | $80,177-22.0% | $123,892-49.5% | $57,658+8.5% |
| Participation rate | 94.7% | 74.4%+20.3pp | 81.4%+13.3pp | 70.2%+24.5pp |
| Annual return | 15.33% | 17.90%-2.6pp | 47.52%-32.2pp | 5.13%+10.2pp |
| Employer contribution / active EE | $6,904 | $2,913+137.0% | $4,617+49.5% | $1,974+249.8% |
| Participant deferral / active EE | $10,660 | $5,130+107.8% | $5,984+78.1% | $3,061+248.3% |
| Admin fee / account holder | $31 | $106-70.7% | $8,357-99.6% | $95-67.0% |