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 | $44,035 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,310 |
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 | $41,907 | $69,305-39.5% | $82,313-49.1% | $69,631-39.8% |
| Participation rate | 93.9% | 80.3%+13.6pp | 76.9%+17.0pp | 70.7%+23.2pp |
| Annual return | 19.09% | 21.47%-2.4pp | 25.88%-6.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,949 | $1,887+3.3% | $2,428-19.7% | $2,032-4.1% |
| Participant deferral / active EE | $3,505 | $3,568-1.8% | $3,706-5.4% | $3,224+8.7% |
| Admin fee / account holder | $133 | $97+36.9% | $5,608-97.6% | $110+20.5% |