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 | $6,476 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,141 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,398 | $46,966+22.2% | $185,117-69.0% | $69,631-17.6% |
| Participation rate | 82.3% | 65.3%+17.0pp | 77.3%+5.0pp | 70.7%+11.6pp |
| Annual return | 5.52% | 22.36%-16.8pp | 40.50%-35.0pp | 27571.02%-27565.5pp |
| Employer contribution / active EE | $2,434 | $1,360+78.9% | $4,182-41.8% | $2,032+19.8% |
| Participant deferral / active EE | $6,740 | $3,017+123.4% | $5,045+33.6% | $3,224+109.1% |
| Admin fee / account holder | $23 | $94-75.0% | $8,159-99.7% | $110-78.8% |