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 | $26,573 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $901 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,399 | $85,766+223.4% | $136,294+103.5% | $70,131+295.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.20% | 31.45%-18.3pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $6,976 | $2,966+135.2% | $4,695+48.6% | $2,342+197.8% |
| Participant deferral / active EE | $7,307 | $5,051+44.7% | $6,247+17.0% | $3,332+119.3% |
| Admin fee / account holder | $229 | $5,420-95.8% | $9,243-97.5% | $4,645-95.1% |