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 | $26,034 |
TRIAD ADVISORS INC2 years Service code 27 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $8,887 |
GLOBAL BENEFITS INC2 years Service code 99 570 LAKE COOK RD STE 106 · DEERFIELD, IL 60015 | Other Fees | $3,122 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $434 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,875 | $55,453-75.0% | $170,442-91.9% | $62,292-77.7% |
| Participation rate | 78.4% | 66.4%+12.0pp | 83.6%-5.2pp | 69.5%+8.9pp |
| Annual return | 17.93% | 21.38%-3.4pp | 205.93%-188.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $276 | $2,164-87.2% | $5,433-94.9% | $2,042-86.5% |
| Participant deferral / active EE | $1,732 | $2,303-24.8% | $4,939-64.9% | $3,169-45.3% |
| Admin fee / account holder | $189 | $455-58.6% | $13,880-98.6% | $479-60.7% |