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 | $12,949 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $5,869 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,392 | $59,186+5.4% | $76,768-18.7% | $56,287+10.8% |
| Participation rate | 66.1% | 75.2%-9.1pp | 77.0%-10.8pp | 69.9%-3.7pp |
| Annual return | 5.99% | 6.62%-0.6pp | 2.43%+3.6pp | -9.96%+15.9pp |
| Employer contribution / active EE | $940 | $1,759-46.5% | $2,485-62.2% | $2,111-55.5% |
| Participant deferral / active EE | $2,212 | $3,255-32.0% | $3,852-42.6% | $3,350-34.0% |
| Admin fee / account holder | $98 | $489-80.0% | $6,675-98.5% | $521-81.2% |