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 | $99,201 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $273 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,041 | $35,485+117.1% | $74,550+3.3% | $55,725+38.3% |
| Participation rate | 70.8% | 62.5%+8.3pp | 69.1%+1.6pp | 70.9%-0.1pp |
| Annual return | -4.16% | 0.72%-4.9pp | 32.53%-36.7pp | 244.93%-249.1pp |
| Employer contribution / active EE | $846 | $777+8.8% | $1,961-56.9% | $2,078-59.3% |
| Participant deferral / active EE | $2,939 | $2,181+34.8% | $3,108-5.4% | $3,356-12.4% |
| Admin fee / account holder | $287 | $114+150.7% | $5,060-94.3% | $115+148.9% |