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 | $2,327 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
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 | $67,427 | $60,165+12.1% | $74,183-9.1% | $55,167+22.2% |
| Participation rate | 71.6% | 74.2%-2.6pp | 76.6%-5.0pp | 69.0%+2.6pp |
| Annual return | 7.67% | 10.00%-2.3pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $508 | $1,600-68.2% | $2,370-78.6% | $1,963-74.1% |
| Participant deferral / active EE | $2,885 | $2,973-2.9% | $3,550-18.7% | $3,054-5.5% |
| Admin fee / account holder | $50 | $419-88.1% | $5,586-99.1% | $504-90.1% |