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 | $5,021 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,250 |
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 | $17,385 | $28,416-38.8% | $73,545-76.4% | $69,631-75.0% |
| Participation rate | 94.4% | 38.3%+56.1pp | 54.9%+39.5pp | 70.7%+23.7pp |
| Annual return | 19.37% | -694.13%+713.5pp | -15.16%+34.5pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $705 | $430+63.8% | $1,219-42.1% | $2,032-65.3% |
| Participant deferral / active EE | $2,400 | $897+167.5% | $1,806+32.9% | $3,224-25.6% |
| Admin fee / account holder | $9 | $104-90.9% | $2,320-99.6% | $110-91.4% |