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 27 6465 GREENWOOD PLAZA BLVD · CENTENNIAL, CO 80111 | Advisory (Plan) | $26,894 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,256 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $11,365 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $1,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,137 | $99,016-43.3% | $93,789-40.1% | $66,914-16.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -16.75% | -14.59%-2.2pp | -11.33%-5.4pp | 1.58%-18.3pp |
| Employer contribution / active EE | $6,069 | $4,769+27.3% | $4,323+40.4% | $2,544+138.6% |
| Participant deferral / active EE | $7,284 | $6,689+8.9% | $6,094+19.5% | $4,237+71.9% |
| Admin fee / account holder | $278 | $477-41.8% | $7,195-96.1% | $593-53.2% |