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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $88,554 | $58,828+50.5% | $77,999+13.5% | $62,891+40.8% |
| Participation rate | 54.6% | 71.1%-16.4pp | 75.5%-20.9pp | 69.3%-14.7pp |
| Annual return | 7.18% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $205 | $1,672-87.8% | $2,470-91.7% | $2,281-91.0% |
| Participant deferral / active EE | $1,414 | $2,686-47.4% | $3,497-59.6% | $3,203-55.9% |
| Admin fee / account holder | $2 | $4,393-99.9% | $5,480-100.0% | $4,296-99.9% |