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 | $15,038 |
TRIAD ADVISORS INC3 years Service code 27 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $10,705 |
GLOBAL BENEFITS INC3 years Service code 99 570 LAKE COOK RD STE 106 · DEERFIELD, IL 60015 | Other Fees | $3,761 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,040 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,679 | $47,977-71.5% | $154,107-91.1% | $56,287-75.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -8.67% | 3.54%-12.2pp | 735.12%-743.8pp | -9.96%+1.3pp |
| Employer contribution / active EE | $460 | $2,169-78.8% | $5,298-91.3% | $2,111-78.2% |
| Participant deferral / active EE | $2,691 | $2,392+12.5% | $5,081-47.0% | $3,350-19.7% |
| Admin fee / account holder | $147 | $438-66.5% | $13,411-98.9% | $521-71.8% |