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 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $5,217 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,103 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $136,264 | $59,186+130.2% | $76,768+77.5% | $56,287+142.1% |
| Participation rate | 91.1% | 75.2%+15.9pp | 77.0%+14.1pp | 69.9%+21.2pp |
| Annual return | 128.93% | 6.62%+122.3pp | 2.43%+126.5pp | -9.96%+138.9pp |
| Employer contribution / active EE | $2,714 | $1,759+54.4% | $2,485+9.2% | $2,111+28.6% |
| Participant deferral / active EE | $5,791 | $3,255+77.9% | $3,852+50.4% | $3,350+72.9% |
| Admin fee / account holder | $36 | $489-92.7% | $6,675-99.5% | $521-93.1% |