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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,674 |
KAMINSKY AND ASSOCIATES3+ years Service code 27 2340 DETROIT AVENUE 3RD FLOOR · MAUMEE, OH 43537 | Advisory (Plan) | $15,208 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,544 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,539 | $64,909-31.4% | $82,313-45.9% | $62,292-28.5% |
| Participation rate | 92.2% | 74.9%+17.4pp | 76.9%+15.3pp | 69.5%+22.7pp |
| Annual return | 14.65% | 21.18%-6.5pp | 25.88%-11.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,894 | $1,676+13.0% | $2,428-22.0% | $2,042-7.3% |
| Participant deferral / active EE | $2,881 | $3,103-7.2% | $3,706-22.3% | $3,169-9.1% |
| Admin fee / account holder | $302 | $440-31.3% | $5,608-94.6% | $479-37.0% |