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 | $9,807 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $50 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8155 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,072 | $76,000-36.7% | $154,107-68.8% | $64,186-25.1% |
| Participation rate | 68.7% | 70.4%-1.8pp | 83.0%-14.4pp | 69.6%-0.9pp |
| Annual return | -2.86% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,719 | $3,351-48.7% | $5,298-67.5% | $2,381-27.8% |
| Participant deferral / active EE | $3,119 | $3,175-1.8% | $5,081-38.6% | $3,470-10.1% |
| Admin fee / account holder | $102 | $5,596-98.2% | $13,411-99.2% | $4,888-97.9% |